Is your planned giving program built to last? Take the quiz!

Is your planned giving program built to last?

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. 

Take the assessment

Thank you for taking time to complete this survey. Select how strongly you agree with each statement for your organization.

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. 

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1Engagement
2Mission
3Leadership
4Fundraising
5Marketing
6Get Results
Our organization has a strong base of long-term, loyal donors (5+ years of giving).
We have a significant number of donors aged 55 and older.
We have engaged major donors, monthly donors, and volunteers who are deeply committed to our mission.
Our donors have asked about or expressed interest in legacy giving.
We have received at least one unexpected bequest or planned gift in the past.

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