From Curiosity to Customization: Getting to Know Your Donors Deeply

Tuesday September 1st 2026

We can’t call ourselves donor-centered if we never ask donors what they actually want, need, or value. Surveys are one option, but they’re far from the only tool at your disposal. In this session, learn practical ways to gather meaningful feedback from every level of your donor pyramid—and, just as importantly, how to act on it.

Learn how to:

• Collect—and record—donor insights across giving levels using surveys, conversations, and other creative feedback channels.
• Overcome the “what do we do with the data?” hurdle with a tiered approach—updating individual engagement plans for top donors while using broader trends to inform larger groups.
• Differentiate personalization from customization—and know when to use each to keep your communications relevant, effective, and valued by donors.