Survey Says: Use a Planned Giving Survey to Generate New Gifts and Leads

  • Thursday - 3:00 PM - 3:25 PM
  • Reunion B
  • #PMDMC19

Surveys are a growing trend for identifying new and prospective planned gift donors. Hear how one organization’s first effort yielded 150% of their annual goal for new legacy-society members in just a few months. Learn about the process and objectives, tips for success, and challenges to overcome in planning, executing, and wrapping up a planned giving survey.


Emma Sands Neal | Development Coordinator | Minnesota Public Radio
Joe Thiegs | Planned Giving Advisor | Greater Public