A data-informed planned giving strategy helps you identify your best prospects, foster long-term relationships, and build a sustainable pipeline of legacy gifts. Whether you’re launching a new planned giving program or looking to strengthen an existing one, take our FREE assessment to see how you’re doing—and get practical tips to boost your results.

This tool helps nonprofits assess their readiness to launch or expand a planned giving program. Rate each statement on a scale from 1 (Strongly Disagree) to 5 (Strongly Agree). Total the score at the end to determine your readiness level.