Planned Giving Scorecard

Thank you for participating in Ambassador Advisors’ Planned Giving Assessment Tool.

This is a CONFIDENTIAL online survey—your individual answers will not be attributed to you. Ambassador Advisors will combine your assessment with those of others to chart your organization’s perceptions about, preparedness for, and potential to succeed with a planned giving program.

The survey should take less than 10 minutes, but if you are unable to finish in one sitting, your answers will be saved for any set of questions that you have completed (there are 4 sets of questions). Your saved survey will be available to you the next time you return to the site.


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