Gift Planner Performance Metrics Study

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1. What is your job title?
3. What is the scope of your donor base?
4. How many people are responsible for planned gift fundraising at your organization?
7. Does your organization use the CGP (PPP) Guidelines for Reporting and Counting Charitable Gifts to measure progress toward annual and/or campaign goal(s)?
8. Approximately what percentage of your time is spent cultivating the following types of gifts?
8. Approximately what percentage of your time is spent cultivating the following types of gifts?Outright/major giftsEstate gifts (bequests, beneficiary designations, etc.)Life Income Gifts (charitable trusts, gift annuities, etc.)
0%
1-25%
26-50%
51-75%
76-99%
100%
9. Do you have specific performance expectations in any of the following areas? (choose all that apply)
10. How are performance expectations perceived in your workplace?
12. How many years have you been in your current position?
13. If you HAVE changed positions in the last three years, were any of the following a primary contributor to the move? (choose all that apply)
13. To what extent do you agree with the following statements as they related to how fundraising is conducted at your organization?
13. To what extent do you agree with the following statements as they related to how fundraising is conducted at your organization?Strongly AgreeAgreeNeutralDisagreeStrongly DisagreeNot applicable to my organization
Gift officers in different departments or divisions collaborate
Gift officers in different departments or divisions compete
Credit for a gift can be shared among fundraisers
I understand how to raise planned gifts
My direct supervisor understands how to raise planned gifts
The board/trustees understand(s) how to raise planned gifts