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Poll Results: Annual Giving & Planned Giving Collaboration

Research conducted on 12/02/2021

The following data was collected as a part of AGN's ongoing research on industry trends and best practices. It reflects the perspectives, priorities and opinions of active fundraising professionals at educational institutions and other nonprofits. For more information, please contact us at [email protected] or call 888.407.5064.

Are your major gift officers expected to make triple asks (annual, major, and planned gifts)?


Do you invite planned gift donors to your institution's leadership society events?


Does your school leverage student callers for gift planning calls?

To find additional research and discover other tools for fundraising success, visit AGN's Resource Center or contact us at [email protected] or call 888.407.5064.