Planned Giving Survey

Fill out our survey and be entered to win a pair of Bose QuietComfort Noise Cancelling Headphones!*

Tell us more ...

Fill out the following survey to be entered to win a pair of Bose QuietComfort Noise Cancelling Headphones!

First Name*

Last Name*

Title*

School Name*

Phone Number*

Email*

Do you currently have a Planned Giving marketing program?*

Yes! (I do all marketing internally)

Yes! (I work with a vendor)

Do you have a dedicated Planned Giving officer/employee?*

Yes (please list below)

(If yes): Name:

Title:

Level of Planned Giving knowledge:*

I'm a newbie (Little to no knowledge)

I get by with a little help from my friends (Basic knowledge of simple giving vehicles)

I could always learn more (Intermediate knowledge but want to learn more)

I got this! (Experienced Planned Giving professional)

Please help! (Interested in learning about Planned Giving)

Current Planned Giving budget*

Less than $5,000

$5,001 - $10,000

$10,001 - $25,000

More than $25,000

Unknown

Other:

What type of marketing are you interested in (check all that apply)?*

Direct Mail (postcards, brochures, self-mailers)

Newsletters/E-newsletters

Marketing Materials

Website/Landing Pages

Email Marketing

Social Media Marketing

Legacy Stewardship

Other:

Please verify your request*

* Must attend Partners in Mission National Advancement Summer Institute for Catholic Schools to be eligable

Contact Us

The best way to engage more planned giving donors is with effective marketing. We would love to help. Please give us a call, send an email, or fill out the form to get started.

Planned Giving Marketing
Lafayette Hill, PA
P: 484-680-7600 | F: 877-865-6812
info@pgmarketing.com

© 2021 Planned Giving Marketing. This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor. Privacy Policy