| 1. Category of your non-profit: [Note: This entire report is based on the first answer choice of this question. That's why all the other choices are blank in this question (they have been eliminated).] |
| | Percent | | | 100% | | | 0% | | Arts and culture (symphony, museum, zoo, parks, etc.): | |
| | 0% | | Healthcare (hospitals, assisted care, etc.): | |
| | 0% | | Health-related (Heart Association, Muscular Dystrophy, ALS, etc.): | |
| | 0% | | Relief Organization (Red Cross, Samaritan's Purse, Save the Children, etc.): | |
| | 0% | | If
other, please specify : | |
| | 0% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | | |
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| 2. What are your main responsibilities as a fundraiser? | | | Percent | | Oversee mostly planned giving activities: | |
| | 52.28% | | Oversee mostly major gifts: | |
| | 6.6% | | Oversee mostly annual giving activities: | |
| | 1.52% | | | 39.59% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | |
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| 3. What profession were you in before you entered fundraising? | | | Percent | | Financial field (insurance, advisor, broker): | |
| | 12.18% | | | 6.6% | | Sales and/or marketing in the for-profit sector: | |
| | 10.15% | | | 14.72% | | | 4.57% | | | 12.18% | | If
other, please specify : | |
| | 39.59% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | |
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| 4. Do you contribute financially to charity? (Do not include small cash donations at Girl Scout stands, Kiwanis jars, etc.) | | | Percent | | | 0.51% | | No, but I plan to as I get my goals/finances together: | |
| | 1.52% | | Yes, less than 2% of my income: | |
| | 24.87% | | Yes, averaging between 2% and 5 % of my income: | |
| | 44.67% | | Yes, averaging between 6% and 10% of my income: | |
| | 21.32% | | If
other, please specify : | |
| | 7.11% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | |
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| 5. If you need answers to planned giving questions, what is your primary source of information? | | | Percent | | | 43.15% | | | 10.15% | | A list-serve like Gift-PL or online electronic bulletin board: | |
| | 5.08% | | Planned giving publications or websites: | |
| | 36.55% | | Local planned giving council: | |
| | 3.05% | | This question does not apply to my situation: | |
| | 2.03% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | |
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| 6. Last fiscal year, what was your organization's overall fundraising revenue? | | | Percent | | | 7.11% | | Between $1 and $5 million: | |
| | 28.43% | | Between $5 and $10 million: | |
| | 11.68% | | Between $10 and $50 million: | |
| | 25.38% | | | 27.41% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | |
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| 7. Are you a member of any fundraising groups? (mark all that apply) | | | Percent | | | 5.08% | | NCPG (National Committee on Planned Giving): | |
| | 81.73% | | AFP (Association of Fundraising Professionals): | |
| | 32.49% | | AHP (Association of Healthcare Philanthropy): | |
| | 0.51% | | CSA (Christian Stewarsdhip Association): | |
| | 5.08% | | If
other, please specify : | |
| | 27% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | |
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| 8. Your geographic location: | | | Percent | | | 13.71% | | | 24.37% | | | 9.14% | | | 6.09% | | | 30.96% | | | 9.14% | | | 5.08% | | | 0% | | | 0% | | If
other, please specify : | |
| | 1.52% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | |
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| 9. What is your income from your current job (per year)? | | | Percent | | | 1.02% | | | 4.06% | | | 3.05% | | | 9.64% | | | 11.17% | | | 11.68% | | | 16.24% | | | 12.18% | | | 8.12% | | | 22.84% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | |
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| 10. What is your age? | | | Percent | | | 7.11% | | | 19.29% | | | 27.41% | | | 30.96% | | | 15.23% | | Total Responded to this question: | | 100% | | Total who skipped this question: | | 0% | | Total: | | 100% | |
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| 11. What is the operating budget of your organization? | | | Percent | | | 6.35% | | Between $1 and $5 million: | |
| | 15.34% | | Between $5 million and $15 million: | |
| | 17.46% | | Between $15 million and $100 million: | |
| | 37.04% | | | 23.81% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 12. What was your major in college? | | | Percent | | Humanities (Languages, Philosophy): | |
| | 22.22% | | Social Sciences (Economics, Sociology, Psychology, Political Science): | |
| | 26.46% | | Science/Math (Biology, Chemistry, Physics): | |
| | 3.17% | | | 10.05% | | Business (Finance, Marketing, Management): | |
| | 22.22% | | If
other, please specify : | |
| | 15.87% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 13. How many fundraisers work in your non-profit? | | | Percent | | | 8.99% | | | 4.23% | | | 7.41% | | | 7.41% | | | 71.96% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 14. How many full-time planned giving officers work in your non-profit? | | | Percent | | | 32.28% | | | 31.75% | | | 11.64% | | | 12.7% | | | 6.35% | | | 5.29% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 15. Do you appeal to the Spanish-speaking community for financial support? | | | Percent | | | 12.17% | | | 85.19% | | We are planning to in the near future: | |
| | 2.65% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 16. Your
non-profit organization has a policy that strictly limits any personal
gifts to staff from donors. You like your job and the benefits, but you
know you're being underpaid. You discover that a favorite prospect who
recently died left you $100,000 in her will, in addition to a one
million dollar gift to your institution. You would: | | | Percent | | Disclaim/refuse
the gift being given to you personally. It will go into the residue of
the estate and will be paid to your prospect’s heirs, others, etc.: | |
| | 48.15% | | Accept the money, which is tax-free, donate it to your organization, and get a tax-deduction (perfectly legal).: | |
| | 10.58% | | Accept
the money, which is tax-free, donate it to your organization, and
refuse to claim a deduction with the IRS, because any personal gain
from a donor is unethical.: | |
| | 13.76% | | Since it is not against the law, take the money and quit your job.: | |
| | 1.59% | | Since it is not against the law, take the money and don't tell your boss.: | |
| | 2.12% | | I cannot really answer this question since I have not been tempted like this yet.: | |
| | 23.81% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 17. Let's
say you disclaimed the donor's gift to you in the previous question
(whether you answered that first choice or not): would you let your
boss know about your action? (Remember, whether you think you're doing
the right thing or not, you're still cutting your organization short by
$100,000.) | | | Percent | | | 82.54% | | | 4.76% | | | 12.7% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 18. How did your budget for marketing planned gifts change this past year? | | | Percent | | | 37.57% | | | 5.82% | | | 42.33% | | We do not have a budget to market planned gifts although we take planned giving seriously: | |
| | 10.05% | | We do not have a budget to market planned gifts because we do not take planned giving seriously: | |
| | 4.23% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 19. How did your budget for your overall planned giving program change this year? | | | Percent | | | 35.98% | | | 6.88% | | | 43.92% | | We do not have a budget for planned giving although we take planned giving seriously: | |
| | 9.52% | | We do not have a budget for planned giving because we do not take planned giving seriously: | |
| | 3.7% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 20. Your gender: | | | Percent | | | 57.67% | | | 42.33% | | Total Responded to this question: | | 95.94% | | Total who skipped this question: | | 4.06% | | Total: | | 100% | |
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| 21. Do you maintain a planned giving advisory committee? | | | Percent | | | 23.12% | | | 70.97% | | We did, but found it unhelpful to our fundraising efforts: | |
| | 5.91% | | I do not know what this is: | |
| | 0% | | Total Responded to this question: | | 94.42% | | Total who skipped this question: | | 5.58% | | Total: | | 100% | |
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| 22. What is your title? | | | Percent | | VP or Director of Advancement or Development: | |
| | 19.89% | | Director of Major Gifts (only): | |
| | 4.3% | | Director of Annual Giving: | |
| | 1.08% | | Director of Planned Giving (or Gift Planning): | |
| | 34.41% | | Director of Planned Giving and Major Gifts (or Gift Planning and Major Gifts): | |
| | 9.14% | | If
other, please specify : | |
| | 31.18% | | Total Responded to this question: | | 94.42% | | Total who skipped this question: | | 5.58% | | Total: | | 100% | |
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| 23. What is the title of the person at your institution to whom you report? | | | Percent | | | 21.51% | | Director (or VP) of Development/Advancement/Major Gifts: | |
| | 51.61% | | | 0% | | If
other, please specify : | |
| | 26.88% | | Total Responded to this question: | | 94.42% | | Total who skipped this question: | | 5.58% | | Total: | | 100% | |
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| 24. Do you plan for your next day ahead of time? | | | Percent | | Yes, in writing and notes: | |
| | 64.52% | | | 30.65% | | No, no need to. Events just happen and fall into place.: | |
| | 3.76% | | Not at all. I am somewhat chaotic.: | |
| | 1.08% | | Total Responded to this question: | | 94.42% | | Total who skipped this question: | | 5.58% | | Total: | | 100% | |
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| 25. Planned giving is not an important component of fundraising. | | | Percent | | | 4.84% | | | 0% | | | 0% | | | 6.99% | | | 88.17% | | Total Responded to this question: | | 94.42% | | Total who skipped this question: | | 5.58% | | Total: | | 100% | |
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| 26. Are you left handed or right handed? | | | Percent | | | 14.52% | | | 82.8% | | | 2.69% | | | 0% | | Total Responded to this question: | | 94.42% | | Total who skipped this question: | | 5.58% | | Total: | | 100% | |
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| 27. Do you have minimum call-quotas or gift-goals that you must meet? | | | Percent | | | 53.76% | | | 45.16% | | | 1.08% | | Total Responded to this question: | | 94.42% | | Total who skipped this question: | | 5.58% | | Total: | | 100% | |
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