Donor surveying is a key component of many legacy programs. But, how do you do it? How do you use them to connect with donor values, educate on planned giving, and move the needle on a person’s legacy journey? How do you write survey questions that elicit emotional responses, build surveys that get completed – and what do you do with the data?

This practical session will help you create values-driven, persuasive powerhouses that don’t just uncover existing gifts in wills – they create new ones. We’ll talk copywriting (with samples!), explore tools, and discuss the moves management that underlies it all.