Donor Engagement Preferences Survey Template

A survey for nonprofits and fundraising consultants that asks donors what motivates their giving, how they like to receive updates and recognition, and how involved they want to be.

Use Template
Used 0 times
4.9
Created by Fomr Team
Last updated

About

Donors stay longer when an organization communicates the way they prefer. Some want detailed impact data every quarter, others want a personal call once a year, and some would rather stay anonymous. This survey helps development teams and fundraising consultants learn each donor's engagement style so stewardship plans can match it.

The survey asks for name, email, and the organization the donor gives through, if any, then covers how long they have supported nonprofits, what motivates their giving, and how they decide where to give. Later questions explore desired involvement, how often they want updates and what kind, how they like to be recognized, preferred contact channels, events they would attend, how they judge impact, how they want to hear about setbacks, and who they want to hear from. Short rating scales measure how comfortable they are making introductions and how much they value personal relationships with staff.

Donors who say they are interested in volunteering get a follow-up listing ways to get involved, such as board service, pro bono work, peer-to-peer fundraising, or mentoring. The survey closes with open questions about stewardship and a time the donor felt truly valued, followed by a request for permission to use anonymized responses.

Related Templates

View all →
Auto Repair Shop Customer Service Survey preview

Auto Repair Shop Customer Service Survey

Use this customer feedback form to measure how customers felt about their auto repair visit, from staff friendliness to pricing transparency and mechanic communication. It helps repair shops collect consistent service feedback they can use…

Medication Administration Error Report preview

Medication Administration Error Report

A medication administration error report form helps assisted living and senior care teams document medication incidents clearly, consistently, and with the details needed for follow-up. Use it to record resident information, the type of er…

Customer Feedback Survey Form preview

Customer Feedback Survey Form

Use this customer feedback form to collect clear feedback, satisfaction scores, and open-ended comments in one place. It helps teams understand what is working well and where the experience can improve.

Auto Repair Shop Service Expansion Survey preview

Auto Repair Shop Service Expansion Survey

Use this auto repair shop service expansion survey form to measure customer interest in maintenance packages, diagnostic tools, warranties, and convenience services before adding new offerings. It helps repair shops validate demand, price…

Damage Report Form preview

Damage Report Form

This template provides an easy way for staff to document incidents and damaged equipment online. It's fully customizable to efficiently capture essential details for internal record-keeping and prompt follow-up.

Auto Repair Shop Contact Form preview

Auto Repair Shop Contact Form

Help an auto repair shop collect customer details, vehicle information, service requests, and photos before booking follow-up or scheduling repairs.

Partnership Proposal preview

Partnership Proposal

This partnership proposal form helps businesses collect qualified collaboration inquiries in a consistent, review-ready format. It captures company background, partnership type, commercial fit, and key contact details upfront.

B2B Sales Leaders Community Application preview

B2B Sales Leaders Community Application

This membership application form helps private B2B sales leadership communities screen applicants using consistent criteria like leadership experience, quota attainment, deal size, and sales methodology. It gives organizers the context the…

Frequently asked questions

Who should receive this survey?

Send it to current donors, especially mid-level and major donors where personal stewardship matters most. It also works for new donors after their first gift, when you are deciding how to communicate with them.

How do I use the results?

Group donors with similar answers, such as data-focused donors who want quarterly metrics or relationship-focused donors who want calls from staff. Then set a stewardship plan for each group that covers update frequency, channel, and recognition style.

When does the volunteer involvement question appear?

It appears only when the donor answers yes to being interested in volunteer opportunities. Donors who prefer to give financially skip it.

Is the survey too long to send to donors?

It covers a lot, but most questions are quick choices or short rating scales. For a lighter version, keep the questions on motivation, updates, recognition, and channels, and remove the open-ended questions near the end.

Why ask permission to use anonymized responses?

The closing yes or no question lets you share grouped findings with your board or peers without surprising donors. Leave out the answers of anyone who says no when you report results.

Can fundraising consultants use it with several clients?

Yes. Consultants can run the same survey for each nonprofit client and compare engagement styles across donor bases. Adjust the wording if donors are answering about one specific charity rather than giving in general.

Your next form could be the best-looking thing on your site.

Free forever. Unlimited responses. No signup to start.