📄 SayPro Task Document: Collect Feedback from a Minimum of 100 SayPro Donors or Prospects.

Program: SayPro Monthly Donor Education Initiative – SCMR-2
Managed by: SayPro Fundraising, Sponsorships, Donations, and Crowdfunding Office
Oversight By: SayPro Marketing Royalty (SCMR)
Platform: https://saypro.online
Deadline: April 2025
Objective: To systematically gather detailed feedback from at least 100 SayPro donors or prospects regarding their experiences, perceptions, and educational needs related to planned giving and donor engagement initiatives.

🔹 Purpose and Strategic Importance

Collecting meaningful feedback from donors and prospects is fundamental to SayPro’s commitment to continuous improvement, transparency, and donor-centered programming. This initiative aims to:

• Understand donor/prospect perspectives: Gain insight into their knowledge, attitudes, and concerns about planned giving.
• Evaluate educational content effectiveness: Assess how well SayPro’s donor education sessions, materials, and communications are meeting participant needs.
• Identify gaps and opportunities: Uncover areas for content enhancement, engagement improvements, and communication strategies.
• Increase donor satisfaction and loyalty: Demonstrate SayPro’s willingness to listen and respond, building trust and long-term relationships.
• Support data-driven decision making: Use feedback to inform strategic planning for future donor education campaigns and fundraising approaches.

🔹 Target Group for Feedback Collection

The feedback will be solicited from a diverse pool of at least 100 individuals, including:

• Current Donors: Individuals actively supporting SayPro financially or through other means.
• Prospective Donors: Individuals identified through SayPro CRM or outreach who have shown interest in planned giving but have not yet committed.
• Participants of Educational Sessions: Attendees of recent planned giving workshops, webinars, or seminars.
• Financial Advisors and Planned Giving Professionals: Experts who collaborate with SayPro and influence donor decisions.
• Board Members and Volunteers: Key stakeholders involved in donor outreach and stewardship.

🔹 Feedback Collection Methods

1. Online Surveys

• Develop a comprehensive but user-friendly online survey hosted on the SayPro website platform (https://saypro.online).
• Use a mix of closed-ended questions (Likert scales, multiple choice) for quantitative analysis and open-ended questions for qualitative insights.
• Example survey topics:
  • Awareness and understanding of planned giving options.
  • Perceptions of SayPro’s educational materials and sessions.
  • Personal barriers or motivators related to planned giving.
  • Suggestions for improving communications or educational content.
• Include a progress bar and estimated completion time to encourage survey completion.
• Offer incentives (e.g., entry into a prize draw, recognition) to increase response rates.

2. Post-Session Feedback Forms

• Distribute feedback forms immediately following educational sessions, both in-person and online.
• Include targeted questions related to session content, presenter effectiveness, and overall satisfaction.
• Allow for anonymous submission to encourage honesty.

3. One-on-One Interviews

• Conduct in-depth interviews with selected donors and prospects to obtain rich, qualitative feedback.
• Use a semi-structured interview guide focusing on personal experiences, challenges, and recommendations.
• Interviews may be conducted by phone, video call, or in-person.

4. Focus Groups

• Organize focus group discussions with 8-12 participants per group.
• Facilitate guided conversations on planned giving topics, donor motivations, and communication preferences.
• Capture diverse viewpoints and group dynamics to identify shared concerns or innovative ideas.

🔹 Designing the Feedback Instruments

• Collaborate with the SayPro Fundraising Office, Marketing Team, and donor education specialists to design effective feedback tools.
• Ensure questions are clear, unbiased, and aligned with SayPro’s strategic goals.
• Pilot test the survey and forms with a small group before full deployment to identify any issues or confusion.
• Ensure accessibility standards are met so all participants, regardless of disability, can easily provide feedback.

🔹 Communication and Outreach Strategy

• Promote the feedback opportunity through multiple channels:
  • Email invitations sent via SayPro CRM.
  • Announcements during donor education sessions and SayPro events.
  • Social media posts on SayPro’s official platforms.
  • Personalized outreach by donor education specialists.
• Emphasize the importance of donor voices in shaping SayPro’s future and improving planned giving education.
• Clearly communicate data privacy policies and assure respondents of confidentiality.

🔹 Data Management and Analysis

• Collect all feedback responses securely via SayPro’s platform.
• Store data in compliance with data protection regulations.
• Use analytical tools to process quantitative data for trends, averages, and significant findings.
• Conduct thematic analysis on qualitative responses to extract key themes and actionable insights.
• Cross-reference feedback with donor demographics to identify patterns or segment-specific needs.

🔹 Reporting and Utilization

• Prepare a comprehensive feedback report including:
  • Executive summary of key findings.
  • Detailed analysis of survey results, interviews, and focus groups.
  • Recommendations for program improvements.
• Present findings to the SayPro Fundraising Office and SCMR Oversight Team.
• Integrate feedback insights into planning for future donor education content, communication strategies, and engagement approaches.
• Communicate back to donors and prospects summarizing how their input has influenced SayPro initiatives, reinforcing transparency and appreciation.

🔹 Timeline and Milestones

🔹 Roles and Responsibilities

🔹 Conclusion

Collecting feedback from a minimum of 100 SayPro donors or prospects is a vital step in ensuring SayPro’s donor education and planned giving initiatives remain relevant, effective, and donor-centered. Through well-designed feedback mechanisms, proactive outreach, and diligent analysis, SayPro will gain valuable insights to enhance engagement, foster deeper donor relationships, and advance its mission with transparency and responsiveness.