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
Higher education:
 100%
Private school:
 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%
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%
I wear many hats:
 39.59%
Total Responded to this question: 100%
Total who skipped this question: 0%
Total: 100%
3. What profession were you in before you entered fundraising?
 Percent
Financial field (insurance, advisor, broker):
 12.18%
Banking:
 6.6%
Sales and/or marketing in the for-profit sector:
 10.15%
Law:
 14.72%
Ministry:
 4.57%
It was my first job:
 12.18%
If other, please specify :
 39.59%
Total Responded to this question: 100%
Total who skipped this question: 0%
Total: 100%
4. Do you contribute financially to charity? (Do not include small cash donations at Girl Scout stands, Kiwanis jars, etc.)
 Percent
No:
 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%
5. If you need answers to planned giving questions, what is your primary source of information?
 Percent
A colleague:
 43.15%
A paid consultant:
 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%
6. Last fiscal year, what was your organization's overall fundraising revenue?
 
Percent
Less than $1 million:
 
7.11%
Between $1 and $5 million:
 
28.43%
Between $5 and $10 million:
 
11.68%
Between $10 and $50 million:
 
25.38%
$50 million plus:
 
27.41%
Total Responded to this question: 
100%
Total who skipped this question: 
0%
Total: 
100%
7. Are you a member of any fundraising groups? (mark all that apply)
 
Percent
No, I am not:
 
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%
8. Your geographic location:
 
Percent
New England:
 
13.71%
Mid-Atlantic:
 
24.37%
Southeast:
 
9.14%
South:
 
6.09%
Mid-West:
 
30.96%
Southwest:
 
9.14%
Northwest:
 
5.08%
Hawaii or Alaska:
 
0%
Canada:
 
0%
If other, please specify :
 
1.52%
Total Responded to this question: 
100%
Total who skipped this question: 
0%
Total: 
100%
9. What is your income from your current job (per year)?
 
Percent
$0 - Volunteer:
 
1.02%
$25,000 - $35,000:
 
4.06%
$36,000 - $45,000:
 
3.05%
$46,000 - $55,000:
 
9.64%
$56,000 - $65,000:
 
11.17%
$66,000 - $75,000:
 
11.68%
$76,000 - $85,000:
 
16.24%
$86,000 - $95,000:
 
12.18%
$96,000 - $105,000:
 
8.12%
$106,000 +:
 
22.84%
Total Responded to this question: 
100%
Total who skipped this question: 
0%
Total: 
100%
10. What is your age?
 
Percent
20-30:
 
7.11%
31-40:
 
19.29%
41-50:
 
27.41%
51-60:
 
30.96%
61+:
 
15.23%
Total Responded to this question: 
100%
Total who skipped this question: 
0%
Total: 
100%
11. What is the operating budget of your organization?
 Percent
Less than $1 million:
 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%
Over $100 million:
 23.81%
Total Responded to this question: 95.94%
Total who skipped this question: 4.06%
Total: 100%
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%
Communications:
 
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%
13. How many fundraisers work in your non-profit?
 
Percent
1:
 
8.99%
2:
 
4.23%
3:
 
7.41%
4:
 
7.41%
5 plus:
 
71.96%
Total Responded to this question: 
95.94%
Total who skipped this question: 
4.06%
Total: 
100%
14. How many full-time planned giving officers  work in your non-profit?
 
Percent
None:
 
32.28%
1:
 
31.75%
2:
 
11.64%
3:
 
12.7%
4:
 
6.35%
5 plus:
 
5.29%
Total Responded to this question: 
95.94%
Total who skipped this question: 
4.06%
Total: 
100%
15. Do you appeal to the Spanish-speaking community for financial support?
 
Percent
Yes:
 
12.17%
No:
 
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%
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%
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
Yes:
 82.54%
No:
 4.76%
Depends on my boss:
 12.7%
Total Responded to this question: 95.94%
Total who skipped this question: 4.06%
Total: 100%
18. How did your budget for marketing planned gifts change this past year?
 Percent
Increased:
 37.57%
Decreased:
 5.82%
Remained the same:
 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%
19. How did your budget for your overall planned giving program change this year?
 Percent
Increased:
 35.98%
Decreased:
 6.88%
Remained the same:
 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%
20. Your gender:
 Percent
Male:
 57.67%
Female:
 42.33%
Total Responded to this question: 95.94%
Total who skipped this question: 4.06%
Total: 100%
21. Do you maintain a planned giving advisory committee?
 Percent
Yes:
 23.12%
No:
 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%
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%
23. What is the title of the person at your institution to whom you report?
 Percent
President/CEO:
 21.51%
Director (or VP) of Development/Advancement/Major Gifts:
 51.61%
Board:
 0%
If other, please specify :
 26.88%
Total Responded to this question: 94.42%
Total who skipped this question: 5.58%
Total: 100%
24. Do you plan for your next day ahead of time?
 Percent
Yes, in writing and notes:
 64.52%
Yes, in my head:
 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%
25. Planned giving is not an important component of fundraising.
 Percent
Strongly Agree:
 4.84%
Agree:
 0%
Neutral:
 0%
Disagree:
 6.99%
Strongly Disagree:
 88.17%
Total Responded to this question: 94.42%
Total who skipped this question: 5.58%
Total: 100%
26. Are you left handed or right handed?
 Percent
Left handed:
 14.52%
Right handed:
 82.8%
I am ambidextrous:
 2.69%
I do not know:
 0%
Total Responded to this question: 94.42%
Total who skipped this question: 5.58%
Total: 100%
27. Do you have minimum call-quotas or gift-goals that you must meet?
 Percent
Yes:
 53.76%
No:
 45.16%
I do not know:
 1.08%
Total Responded to this question: 94.42%
Total who skipped this question: 5.58%
Total: 100%
28. How many personal donor/prospect visits did you make last year?
 Percent
0 - 20:
 15.59%
21 - 40:
 15.05%
41 - 60:
 18.82%
61 - 80:
 11.29%
81 - 100:
 13.44%
101 plus:
 25.81%
Total Responded to this question: 94.42%
Total who skipped this question: 5.58%
Total: 100%
29. Based on the previous question, choose one of the following that you best agree with.
 Percent
I visited enough donors:
 9.14%
I could have visited more but my time did not allow:
 77.42%
I could have visited more but my budget did not allow:
 6.45%
I could have visited more but my boss did not allow:
 3.23%
I really do not need to visit more donors. The money just comes in.:
 0%
It's not in my job description to visit donors.:
 3.76%
Total Responded to this question: 94.42%
Total who skipped this question: 5.58%
Total: 100%
30. Do you count outright transfers from IRA's (Rollover Act) in your planned giving totals, or are they added to major-outright totals?
 Percent
Planned giving totals:
 33.87%
Major-outright totals:
 58.06%
It depends on how my monthly planned giving totals are looking:
 0.54%
I really do not understand the question:
 1.61%
We did not pursue these types of gifts seriously:
 5.91%
Total Responded to this question: 94.42%
Total who skipped this question: 5.58%
Total: 100%
31. This survey is beginning to give me a headache (check all that apply).
 Percent
Agree:
 20.56%
Disagree:
 21.67%
It's fun so far:
 16.11%
I am bored today so I am doing you a favor:
 18.33%
It is a unique survey. I like your approach and would take another one.:
 23.89%
I can't wait to see the results.:
 30%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
32. What percentage of your organization’s planned gift and major gift totals in the past fiscal year was composed of outright, lifetime IRA transfers encouraged by the Rollover Act?
 Percent
Less than 5%:
 79.44%
Maybe between 5% and 15%:
 11.67%
Definitely over 15%:
 1.67%
We did not keep track:
 6.67%
I really do not understand the question:
 0.56%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
33. Do you think the IRA Rollover will significantly affect your bottom line as well as other gift plans can?
 Percent
Yes:
 28.89%
No:
 41.11%
I am not sure:
 30%
I do not understand the question:
 0%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
34. What was the approximate median age of the donors who told you last year that they had included your organization in their wills?
 Percent
40-45:
 0%
46-50:
 1.67%
51-55:
 2.22%
56-60:
 13.33%
61-65:
 9.44%
66-70:
 25.56%
71-75:
 10.56%
76+:
 5%
I do not know:
 32.22%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
35. What was the approximate median age of the donors who closed a life-income gift benefitting your organization last year?
 Percent
40-45:
 0.56%
46-50:
 0%
51-55:
 0.56%
56-60:
 2.78%
61-65:
 6.67%
66-70:
 17.22%
71-75:
 27.22%
76+:
 14.44%
I do not know:
 30.56%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
36. Do you think your salary is comparable to other fundraisers in your same field in your area?
 Percent
Yes, I get paid just right or even more:
 30%
No, I am underpaid:
 30%
I am not sure:
 35%
I really do not care because this is my passion:
 5%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
37. At the end of the day I would prefer
 Percent
A Pabst Blue Ribbon:
 17.78%
An unassuming but surprising lively ’02 Cotes du Rhone:
 32.78%
A dry Belvedere martini, 3 olives:
 9.44%
A Starbuck’s Cinnamon Dolce Latte with Sugar-Free Syrup:
 15%
No thanks, it’s time for my tai-chi in the back yard:
 25%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
38. My political leanings are
 Percent
Mostly conservative:
 47.78%
Mostly liberal:
 44.44%
I really don't care:
 6.11%
I really don't know:
 1.67%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
39. My diet consists of
 Percent
Mostly junk food:
 1.67%
I am a vegetarian or a vegan:
 2.78%
I am not selective but eat well:
 72.22%
I really can't say:
 4.44%
If other, please specify :
 18.89%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
40. Do you feel earning a CFRE is important for your career?
ResponsesPercent
Yes:
 20%
No:
 56.67%
Somewhat:
 17.78%
I do not know what a CFRE is:
 5.56%
Total Responded to this question: 91.37%
Total who skipped this question: 8.63%
Total: 100%
41. Has a prospective employer ever asked you whether you hold a CFRE certification?
ResponsesPercent
Yes:
 11.17%
No:
 88.83%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
42. My religion is
ResponsesPercent
Protestant:
 55.87%
Catholic:
 21.79%
Jewish:
 5.03%
Muslim:
 0%
Buddhist/Hindu:
 0.56%
Agnostic / Atheist:
 5.03%
If other, please specify :
 11.73%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
43. Although this survey is guaranteed to be 100% confidential, you are asking some questions that are just too sensitive for some people to answer honestly.
 Percent
Strongly Agree:
 3.35%
Agree:
 17.88%
Neutral:
 32.4%
Disagree:
 40.22%
Strongly Disagree:
 6.15%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
44. Most of my colleagues in planned giving tend to be too technical in their approach to gift planning and therefore should be more people-friendly instead.
 Percent
Agree:
 15.64%
Disagree:
 27.93%
It's mostly 50-50:
 38.55%
I do not know:
 17.88%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
45. If I had a choice, my favorite game to watch would be
 Percent
Tennis:
 8.94%
Football:
 46.37%
Baseball:
 17.32%
Soccer:
 2.23%
Hockey:
 9.5%
I do not like to watch sports:
 15.64%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
46. Only about 5% of this nation's wealth is in cash.
 Percent
Agree.:
 81.01%
Disagree. Most of our wealth is in cash.:
 1.68%
Disagree. It's more like 50-50 between cash and other assets.:
 17.32%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
47. Annual giving, plus funds raised from special events, will almost always bring in more dollars than planned giving can.
 Percent
Agree:
 5.03%
Disagree:
 91.62%
I don't know:
 3.35%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
48. Planned giving is the future of fundraising.
ResponsesPercent
Strongly Agree:
 36.31%
Agree:
 37.43%
Neutral:
 21.23%
Disagree:
 5.03%
Strongly Disagree:
 0%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
49. Your organization should be investing more effort into pursuing planned gifts.
ResponsesPercent
Strongly Agree:
 36.31%
Agree:
 45.25%
Neutral:
 15.08%
Disagree:
 2.79%
Strongly Disagree:
 0.56%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
50. Planned gifts take a long time to mature, often as long as 15 years.
 Percent
Strongly Agree:
 21.79%
Agree:
 45.81%
Neutral:
 14.53%
Disagree:
 17.32%
Strongly Disagree:
 0.56%
Total Responded to this question: 90.86%
Total who skipped this question: 9.14%
Total: 100%
51. Does your CEO or boss support or hinder your efforts to close planned gifts?
 Percent
Helps:
 63.48%
No special influence (negative or positive):
 28.65%
Hinders:
 7.87%
Total Responded to this question: 90.36%
Total who skipped this question: 9.64%
Total: 100%
52. Your turn. What did we miss? What questions should have been clearer or more detailed? What else would you like to know about your colleagues, personally and professionally? This block will take up to 2,000 words. Go!
 Percent
Responses:
 100%
Total Responded to this question: 35.03%
Total who skipped this question: 64.97%
Total: 100%
Graph/Chart function not relevant for this question type.
 

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