Pilot System

1) Do you believe in [INSERT ORG NAME HERE]'s mission to [INSERT MISSION HERE]?
- Yes
- No

3) We like to send supporters like you occasional emails with updates including videos, stories, and information about how we are making an impact on your behalf. Would you like to receive these updates? (You can opt-out at any time).
- Yes I want to receive occasional emails with updates.
- Not at this time.

4) Which aspect of [INSERT ORG NAME HERE]'s work is most meaningful to you?
- Mission aspect #1
- Mission aspect #2
- Mission aspect #3
- Mission aspect #4

5) Was there an influential person in your life who inspired your appreciation of [INSERT ORG NAME HERE]?
- Yes
- No
5a) If yes, please indicate their relationship to you.
If yes, please indicate their relationship to you.
- Parent/grandparent
- Spouse/partner/significant other
- Child/children
- Other family member
- Friend
- Teacher or professor
- Other
5a-i) Other – Please specify:
Please specify:

6) When thinking about future generations, how important is it to you that [INSERT ORG NAME HERE] continues to [INSERT MISSION LANGUAGE HERE]?
- Of utmost importance
- Very important
- Somewhat important
- Not very important
- Not important at all

7) Supporters often recognize the need to support [INSERT ORG NAME HERE] in the following ways. Would you consider furthering our work in any of the following ways?
I already have I am likely I am somewhat likely I am not likely
Donating online with a credit card
- I already have
- I am likely
- I am somewhat likely
- I am not likely
Mailing a check
- I already have
- I am likely
- I am somewhat likely
- I am not likely
Talking with a gift officer face-to-face or on the phone about making a substantial impact
- I already have
- I am likely
- I am somewhat likely
- I am not likely
Making a recurring contribution
- I already have
- I am likely
- I am somewhat likely
- I am not likely
Donating from a Donor-Advised Fund
- I already have
- I am likely
- I am somewhat likely
- I am not likely
Donating from a Family Foundation
- I already have
- I am likely
- I am somewhat likely
- I am not likely
Giving appreciated assets (such as personal or business stocks or bonds, land or rental real estate, etc.)
- I already have
- I am likely
- I am somewhat likely
- I am not likely
Giving property (such as jewelry, artwork or a car)
- I already have
- I am likely
- I am somewhat likely
- I am not likely
Transferring a portion of my IRA account to [INSERT ORG NAME HERE] (Qualified Charitable Distribution)?
- I already have
- I am likely
- I am somewhat likely
- I am not likely
Making a charitable gift that provides a lifetime income to me or my loved ones
- I already have
- I am likely
- I am somewhat likely
- I am not likely

8) Many people like to include a gift to charity in their will or estate plan to support causes that are important in their life. Would you consider including a gift to [INSERT ORG NAME HERE] to benefit [INSERT MISSION LANGUAGE HERE]?
- I have included a gift for [INSERT ORG NAME HERE] in my will, trust, or by beneficiary designation.
- I am interested in making this type of gift to [INSERT ORG NAME HERE].
- Not now, but in the future I would definitely be interested in making this type of gift to [INSERT ORG NAME HERE].
- Not now, but in the future I might possibly be interested in making this type of gift to [INSERT ORG NAME HERE].
- I am not interested in this type of gift.
8a) Please tell us about your legacy gift:
Please tell us about your legacy gift:
- I planned this gift in honor or in memory of someone.
- I would like this gift to go to a specific purpose.
- [INSERT ORG NAME HERE] may use this gift where it will do the most good.
8a-i) Please provide the name of and/or association with this person:
Please provide the name of and/or association with this person:
8a-ii) Please describe the intended purpose:
Please describe the intended purpose:
Guides
- Please send me more information to help with my decision.

9) How does [INSERT ORG NAME HERE] rank in comparison to other non-profits you may support?
- My top choice for charitable giving
- Near the top of my list
- Middle of my list
- Bottom of my list
- Not on my list
9a) Do you have any friends/colleagues/family members with similar interests who would consider supporting the mission and vision of [INSERT ORG NAME HERE]?
Do you have any friends/colleagues/family members with similar interests who would consider supporting the mission and vision of [INSERT ORG NAME HERE]?
- Yes
- No
9a-i) Please let us know the most convenient way to connect:
Please let us know the most convenient way to connect:
- I would like to introduce the person(s) to [INSERT ORG NAME HERE] on my own.
- I would like [INSERT ORG NAME HERE] to provide me with resources to share with the person(s).

10) We would love to hear your story. If you would like, please share a special memory or experience with [INSERT ORG NAME HERE].

Please check the box below if you would like to update your contact information.
- I would like to update my contact information.
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Last name*
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Survey

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Step 1 of 12 – Q1