Pre-Consultation Survey - MajorGiftsNow™

Help us prepare for your free 45-minute consultation so we can make the most of our time together. This takes about 3 minutes.

Organization Name *

Organization Website

Organization Type

Your Full Name *

Your Title / Role *

This is the person who will be on the consultation call

Email Address *

Phone Number

How much does your organization raise annually? *

Does your organization have an endowment program?

Yes No In development Not sure

Does your organization have a formal legacy gift program or society?

Yes, we have a formal legacy/planned giving program We accept legacy gifts but don’t actively promote them No No, but interested in starting one

How many major gift officers does your organization have?

What is your current major gift threshold?

The minimum amount your organization considers a “major gift”

If we work together, who would Joshua work with directly?

Their role/title

What is your organization’s biggest fundraising challenge right now?

What do you most hope to get out of this consultation?

How did you hear about MajorGiftsNow™?

Thank You!