The purpose of this survey is to learn how planned giving fundraising efforts have fared since the pandemic and ways in which the current economic and political climate may affect fundraisers in the near future.

This survey is not a scientific study; it is intended to share anecdotal data about planned giving programs across the country.

Some statistics from the survey results will be published online, but your individual responses will remain anonymous.

If you provide your contact information, you will receive the final report based on responses to this survey and will be entered into a drawing for a $100 credit toward any 2025 Sharpe Group seminar. The winner will be notified May 10, 2025.
 
 8% of survey complete.

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