Giving Docs has announced the 2024 Giving Docs biennial DEI in Planned Giving survey. Launched in 2022, this survey is a cornerstone of our mission to monitor industry trends and share effective practices in planned giving fundraising. Your participation is essential in helping us gather valuable insights and continue our collective pursuit of inclusive excellence.

Survey Details

Eligibility: Open exclusively to fundraisers currently employed in non-profit roles (please note, this survey is not intended for consultants or professional advisors).

Confidentiality: Your responses will be kept confidential. While individual comments will remain anonymous, we may publish summarized data and non-attributable quotes.

Thank you for helping us gather this important data that will provide greater insights on DEI practices in planned giving.