Tell us who you are.
First Name
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Last Name
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Email
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Organization
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Website
Great to meet you, !
Which of the following best describes your organization? (Select all that apply)
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Nonprofit
Community-Based Organization
Educational
Faith-Based
Other (Please Describe)
Please describe
Let's dive a little deeper.
How many people are involved in running your programs (staff + volunteers)?
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1-5
6-20
21-50
51-100
100+
Which of these tools do you currently use to manage communication, donors, or volunteers?
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Email tools (Mailchimp, Constant Contact)
Social Media Messaging
Google Sheets / Excel
CRM or VMS (Salesforce, Rosterfy, etc)
Other (Please Specify)
Which CRM Do You Currently Use?
If other, please specify
Where do you feel your organization loses the most time?
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Coordinating volunteers and schedules
Following up with donors or event attendees
Managing multiple communication channels
Collecting or tracking donations
Reporting or updating stakeholders
When it comes to donor engagement, what’s your biggest focus right now?
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Increasing new donor acquisition
Improving repeat giving / retention
Making donation processing easier
Showing impact more clearly to donors
How are your volunteers and supporters currently staying informed or connected?
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Email newsletters
Social media groups
Text messaging / WhatsApp
Regular meetings / calls
We don’t have a consistent method
What would you most like to improve over the next 3–6 months?
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Streamline operations and internal communication
Grow and retain a more active volunteer base
Increase and automate donations
Improve visibility and outreach
Consolidate multiple tools into one system
Do you currently have a reliable website and donation page?
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Yes, fully functional
Yes, but it needs improvement
Not yet
Which online giving platform do you use to collect donations?
PayPal / PayPal Giving Fund
Stripe
iATS Payments
CharityEngine
Donorbox
eTapestry
Other (Please specify)
We don't have one yet