Donor Personality Type Assessment Template

Learn what motivates each supporter to give, how they like to stay in touch, and how they feel about recognition, so your nonprofit can tailor appeals and updates.

Use Template
Used 2 times
4.9
Created by Fomr Team
Last updated

About

Not every donor responds to the same appeal. Some give because of a moving story, others want data on outcomes, and some prefer to stay anonymous. This assessment helps nonprofit fundraisers and development teams understand what drives each supporter, so appeals, thank-you notes, and updates feel personal.

Supporters share a first name and email, then answer questions about what motivates them to give, what matters most when deciding to donate, and how they like to stay connected. The assessment also asks how they feel about public recognition, their usual giving style, ways they would like to be involved beyond money, and the content they find most valuable. Later questions cover reactions to urgent appeals, the importance of value alignment and personal connection, preferred contact frequency and channels, and how long they have supported the cause.

Each question has a short set of clear choices, plus two quick ratings, so the experience feels like a friendly survey rather than a sales pitch. An optional final question lets donors add anything else in their own words. Development teams can then segment supporters by motivation and communication preference and plan stewardship around what each group values.

Related Templates

View all →
Corporate Social Responsibility (CSR) Survey preview

Corporate Social Responsibility (CSR) Survey

Use this corporate social responsibility (csr) survey form to assess how clearly your organization reports its CSR efforts, how well employees understand them, and how effective current initiatives are. It is designed for gathering structu…

Course Material Order Form preview

Course Material Order Form

Use this Course Material Order Form to collect customer and order details in one workflow. It helps teams review requests accurately and prepare the next fulfillment step.

Creator Economy Survey preview

Creator Economy Survey

A creator economy survey form for collecting structured data on creator type, platform mix, audience size, engagement, income, and monetization methods. Use it for research studies, industry reports, or internal analysis of how creators bu…

Cryotherapy Client Satisfaction Survey preview

Cryotherapy Client Satisfaction Survey

This cryotherapy client satisfaction survey form helps wellness centers gather targeted feedback on treatment results, comfort, and safety during each visit. Use it to understand client outcomes, improve service quality, and identify conce…

Cordless Drill Selector Quiz preview

Cordless Drill Selector Quiz

A product finder quiz for hardware stores and tool brands that asks shoppers about experience, projects, materials, power needs, budget, and existing batteries, then collects an email for drill suggestions.

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.

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.

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…

Frequently asked questions

Who is this assessment for?

Nonprofits, charities, schools, and faith organizations that want to understand their supporters better. Development directors, donor relations staff, and fundraising volunteers can all put the answers to use.

When should I send it to donors?

Many teams send it in a welcome email after a first gift or include it in an annual supporter survey. It also works at events, shared through a QR code, when you want to learn about new contacts.

Does it assign a donor type?

As written, it collects answers for your team to review and segment. You can add calculated values that score the motivation answers and show a different ending for each donor type if you want supporters to see a result.

How do the answers improve fundraising?

Knowing whether a donor prefers stories or data shapes the content of your appeals. Contact frequency and channel answers help you avoid over-contacting people, which reduces unsubscribes and donor fatigue.

Can I change the questions about recognition and involvement?

Yes. Adjust the options to reflect the recognition programs, volunteer roles, and events your organization actually offers. Keep the wording respectful of donors who prefer to give quietly.

Is the length of support question required?

No. It is optional, which keeps the assessment welcoming for first-time donors and people who are not sure how long they have been giving.

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

Free forever. Unlimited responses. No signup to start.