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

ReneeCouser

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.

Renee

elizabethmesserli

Hi Renee,

November-early December we sent a survey to our DAF advisors. Here's the link for your reference: https://form.jotform.com/82615088815160. 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.

Elizabeth

Community Foundation of Northern Colorado

BettieStammerjohn

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!

Thanks!

LaurelShulman

Thanks for sharing your example @elizabethmesserli

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

elizabethmesserli

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