Does anyone have an example of a Donor Survey or Donor Intake Form that they are willing to share?

edited January 2021 in Fund Development

We would like to use this to, not only update Donor Profiles, e-mails, phone numbers, etc, but would like to to engage and track donor interests. Thank you.




  • Hi Renee,

    November-early December we sent a survey to our DAF advisors. Here's the link for your reference: We plan to use a similar survey as part of the "on-boarding" process with new donors from here on out, too.

    Would love to see what others may be able to share as well.


    Community Foundation of Northern Colorado

  • Hi @ReneeCouser

    Thanks for asking this question! We've been talking about doing a similar donor survey. Update info, but also get better info on their preferences for contacts, listing donations, how they have engaged with the foundation, how they prefer to get information (mail, email, etc.)

    Thank you @elizabethmesserli for sharing your DAF Advisors survey!

    It would be great to see some more examples though!


    Bettie Stammerjohn

    Executive Director

    Community Foundation of Greene County, Pennsylvania

  • Thanks for sharing your example @elizabethmesserli

    Does this integrate into CSuite somehow or do you manually update the information you collect about your donors?

  • @LaurelShulman - we update the collected donor information manually in our CRM.

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