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%