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Planned Giving Marketing Survey

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Thank you for completing this 5-minute survey. We greatly appreciate your input. Your answers will help us understand what aspects of planned giving marketing are of greatest importance to you. Using the information gathered from this and hundreds of other respondents, we will be able to best implement our Marketing Services products to address your needs. Thank you for your guidance.

Are you satisfied with your current planned giving marketing?
What is the most important goal for your planned giving marketing? [choose only one]
Do you have a written planned giving marketing plan?
In your messaging, what is the most important thing you want to convey? [choose only one]
Do you use a vendor to help with your planned giving marketing? [choose only one]
We use the following tactics: [choose all that apply]
What do you consider your most effective tactic? [choose only one]
What works the least? [choose only one]
How many times a year do you send out print direct mail?
How many times per year do you send email marketing?
Do you have a legacy society?
If yes, how do you promote it? [choose only one]
Is your legacy society part of your planned giving messaging? [choose only one]
Which gifts do you promote in your marketing? [choose all that apply]
What is the number one gift your marketing focuses on? [choose only one]
What vertical is your organization? [choose only one]
How many people work in the “office of planned giving?” [choose only one]

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Cambridge, MA 02138
Phone: 888-497-4970
info@pgcalc.com

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