Donor Personality Type Assessment

Understand Your Donors to Drive Meaningful Engagement

Every donor gives for different reasons—some are moved by stories, others by data, some want recognition, and others prefer quiet support. This Donor Personality Type Assessment helps nonprofits move beyond one-size-fits-all fundraising by understanding the motivations, preferences, and communication styles that drive each supporter.

Built for nonprofits, fundraising teams, and development directors, this quiz categorizes donors into personality types based on their giving philosophy, preferred engagement style, and what inspires them to contribute. The result? Tailored fundraising appeals, targeted stewardship plans, and stronger, longer-lasting donor relationships.

How This Template Helps Your Nonprofit

Use this assessment to:

• Segment your donor base by motivation, communication preference, and giving triggers
• Personalize your fundraising appeals to match what resonates with each personality type
• Improve donor retention by engaging supporters in ways that align with their values
• Guide campaign strategy for events, major gifts, monthly giving, and legacy programs
• Equip your team with donor insights that inform outreach, acknowledgment, and reporting

Seamlessly Integrated with Your Nonprofit Tech Stack

Paperform integrates directly with the tools nonprofits rely on every day. Connect this quiz to your CRM (like Salesforce, Bloomerang, or DonorPerfect), log responses in Google Sheets or Airtable, and trigger follow-up sequences in Mailchimp, ActiveCampaign, or HubSpot. You can also use Stepper to automate post-quiz workflows—like tagging donors, assigning them to the right campaign list, or notifying your development team when a high-value personality type completes the quiz.

Trusted by Nonprofits for Engagement and Impact

Paperform is trusted by over 500,000 teams worldwide, is SOC 2 Type II and GDPR compliant, and designed for organizations that need professional, on-brand forms without the need for developers. Whether you're a small community nonprofit or a national organization, this template gives you the flexibility to create a donor experience that feels personal, strategic, and mission-aligned.