Options

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

ReneeCouserReneeCouser Posts: 5
First Compass Anniversary 5 Likes Conversation Starter
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.

Renee

Answers

  • Options
    elizabethmesserlielizabethmesserli Posts: 34 ✭✭✭
    5 Up Votes 5 Likes Name Dropper First Compass Anniversary

    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

  • Options
    BettieStammerjohnBettieStammerjohn Posts: 98 ✭✭✭
    First Comment 5 Likes Photogenic 5 Insightfuls

    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!

    Bettie Stammerjohn

    Executive Director

    Community Foundation of Greene County, Pennsylvania

  • Options
    LaurelShulmanLaurelShulman Posts: 72 ✭✭✭
    First Compass Anniversary 5 Up Votes First Comment Name Dropper

    Thanks for sharing your example @elizabethmesserli

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

  • Options
    elizabethmesserlielizabethmesserli Posts: 34 ✭✭✭
    5 Up Votes 5 Likes Name Dropper First Compass Anniversary

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

Sign In or Register to comment.