1. Category of your non-profit:
Percent
Higher education:
 
37.76%
Private school:
 
5.1%
Arts and culture (symphony, museum, zoo, parks, etc.):
 
2.04%
Healthcare (hospitals, assisted care, etc.):
 
30.61%
Health-related (Heart Association, Muscular Dystrophy, ALS, etc.):
 
10.2%
Relief Organization (Red Cross, Samaritan's Purse, Save the Children, etc.):
 
2.04%
If other, please specify :
 
12.24%
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:
 47.96%
Oversee mostly major gifts:
 5.1%
Oversee mostly annual giving activities:
 0%
I wear many hats:
 46.94%
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):
 10.2%
Banking:
 4.08%
Sales and/or marketing in the for-profit sector:
 9.18%
Law:
 16.33%
Ministry:
 3.06%
It was my first job:
 18.37%
If other, please specify :
 38.78%
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%
No, but I plan to as I get my goals/finances together:
 1.02%
Yes, less than 2% of my income:
 29.59%
Yes, averaging between 2% and 5 % of my income:
 41.84%
Yes, averaging between 6% and 10% of my income:
 22.45%
If other, please specify :
 5.1%
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:
 34.69%
A paid consultant:
 15.31%
A list-serve like Gift-PL or online electronic bulletin board:
 0%
Planned giving publications or websites:
 39.8%
Local planned giving council:
 8.16%
This question does not apply to my situation:
 2.04%
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:
 4.08%
Between $1 and $5 million:
 18.37%
Between $5 and $10 million:
 12.24%
Between $10 and $50 million:
 25.51%
$50 million plus:
 39.8%
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) [Explanation: Since one could select more than one answer, 100% of this group were NCPG members, at the same time 45.92% AFP, etc.]
Percent
No, I am not:
 0%
NCPG (National Committee on Planned Giving):
 100%
AFP (Association of Fundraising Professionals):
 45.92%
AHP (Association of Healthcare Philanthropy):
 25.51%
CSA (Christian Stewarsdhip Association):
 2.04%
If other, please specify :
 23%
Total Responded to this question: 100%
Total who skipped this question: 0%
Total: 100%
8. Your geographic location:
Percent
New England:
 11.22%
Mid-Atlantic:
 28.57%
Southeast:
 10.2%
South:
 2.04%
Mid-West:
 17.35%
Southwest:
 20.41%
Northwest:
 3.06%
Hawaii or Alaska:
 0%
Canada:
 0%
If other, please specify :
 7.14%
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)? [Explanation: This entire report is based on the last answer choice of this question. That's why all the other choices are blank.]
Percent
$0 - Volunteer:
 0%
$25,000 - $35,000:
 0%
$36,000 - $45,000:
 0%
$46,000 - $55,000:
 0%
$56,000 - $65,000:
 0%
$66,000 - $75,000:
 0%
$76,000 - $85,000:
 0%
$86,000 - $95,000:
 0%
$96,000 - $105,000:
 0%
$106,000 +:
 100%
Total Responded to this question: 100%
Total who skipped this question: 0%
Total: 100%
10. What is your age?
Percent
20-30:
 0%
31-40:
 11.22%
41-50:
 31.63%
51-60:
 44.9%
61+:
 12.24%
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:
 10.53%
Between $1 and $5 million:
 13.68%
Between $5 million and $15 million:
 10.53%
Between $15 million and $100 million:
 28.42%
Over $100 million:
 36.84%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
12. What was your major in college?
Percent
Humanities (Languages, Philosophy):
 22.11%
Social Sciences (Economics, Sociology, Psychology, Political Science):
 28.42%
Science/Math (Biology, Chemistry, Physics):
 3.16%
Communications:
 6.32%
Business (Finance, Marketing, Management):
 21.05%
If other, please specify :
 18.95%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
13. How many fundraisers work in your non-profit?
Percent
1:
 7.37%
2:
 6.32%
3:
 7.37%
4:
 6.32%
5 plus:
 72.63%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
14. How many full-time planned giving officers  work in your non-profit?
Percent
None:
 30.53%
1:
 24.21%
2:
 13.68%
3:
 10.53%
4:
 7.37%
5 plus:
 13.68%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
15. Do you appeal to the Spanish-speaking community for financial support?
Percent
Yes:
 21.05%
No:
 69.47%
We are planning to in the near future:
 9.47%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
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.:
 53.68%
Accept the money, which is tax-free, donate it to your organization, and get a tax-deduction (perfectly legal).:
 12.63%
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.:
 13.68%
Since it is not against the law, take the money and quit your job.:
 0%
Since it is not against the law, take the money and don't tell your boss.:
 1.05%
I cannot really answer this question since I have not been tempted like this yet.:
 18.95%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
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:
 89.47%
No:
 3.16%
Depends on my boss:
 7.37%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
18. How did your budget for marketing planned gifts change this past year?
Percent
Increased:
 51.58%
Decreased:
 5.26%
Remained the same:
 32.63%
We do not have a budget to market planned gifts although we take planned giving seriously:
 10.53%
We do not have a budget to market planned gifts because we do not take planned giving seriously:
 0%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
19. How did your budget for your overall planned giving program change this year?
Percent
Increased:
 51.58%
Decreased:
 6.32%
Remained the same:
 30.53%
We do not have a budget for planned giving although we take planned giving seriously:
 10.53%
We do not have a budget for planned giving because we do not take planned giving seriously:
 1.05%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
20. Your gender:
Percent
Male:
 67.37%
Female:
 32.63%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
21. Do you maintain a planned giving advisory committee?
Percent
Yes:
 33.68%
No:
 58.95%
We did, but found it unhelpful to our fundraising efforts:
 7.37%
I do not know what this is:
 0%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
22. What is your title?
Percent
VP or Director of Advancement or Development:
 28.42%
Director of Major Gifts (only):
 2.11%
Director of Annual Giving:
 1.05%
Director of Planned Giving (or Gift Planning):
 33.68%
Director of Planned Giving and Major Gifts (or Gift Planning and Major Gifts):
 7.37%
If other, please specify :
 27.37%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
23. What is the title of the person at your institution to whom you report?
Percent
President/CEO:
 31.58%
Director (or VP) of Development/Advancement/Major Gifts:
 36.84%
Board:
 5.26%
If other, please specify :
 26.32%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
24. Do you plan for your next day ahead of time?
Percent
Yes, in writing and notes:
 61.05%
Yes, in my head:
 37.89%
No, no need to. Events just happen and fall into place.:
 0%
Not at all. I am somewhat chaotic.:
 1.05%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
25. Planned giving is not an important component of fundraising.
Percent
Strongly Agree:
 3.16%
Agree:
 0%
Neutral:
 0%
Disagree:
 8.42%
Strongly Disagree:
 88.42%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
26. Are you left handed or right handed?
Percent
Left handed:
 14.74%
Right handed:
 82.11%
I am ambidextrous:
 2.11%
I do not know:
 1.05%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
27. Do you have minimum call-quotas or gift-goals that you must meet?
Percent
Yes:
 56.84%
No:
 43.16%
I do not know:
 0%
Total Responded to this question: 96.94%
Total who skipped this question: 3.06%
Total: 100%
28. How many personal donor/prospect visits did you make last year?
Percent
0 - 20:
 11.58%
21 - 40:
 17.89%
41 - 60:
 18.95%
61 - 80: