Nonprofit Donor Management Stakeholder Interview

Transform Your Donor Relationships with Strategic Stakeholder Insights

Understanding what matters to your donors, board members, and development team is critical to building a sustainable fundraising program. This Nonprofit Donor Management Stakeholder Interview template helps you gather meaningful insights from the people who matter most—major donors, board members, development staff, and dedicated volunteers.

Whether you're a nonprofit director, development professional, or fundraising consultant, this template provides a structured way to understand stewardship practices, communication preferences, recognition opportunities, and impact reporting expectations across your organization.

Why Stakeholder Research Matters for Donor Management

Effective donor retention starts with understanding what motivates giving and what keeps supporters engaged. By conducting regular stakeholder interviews, you can:

• Improve donor retention rates by understanding communication and recognition preferences
• Strengthen stewardship practices based on feedback from those closest to your mission
• Align board and staff on fundraising priorities and donor engagement strategies
• Identify gaps in your current donor experience and reporting
• Uncover trends in giving behavior and donor expectations

This template is designed specifically for nonprofits, charitable organizations, foundations, and fundraising teams who want to take a research-driven approach to donor relations.

What Makes This Template Ideal for Nonprofit Teams

Unlike generic survey tools, Paperform gives you a professional, on-brand interview form that respects the time and expertise of your stakeholders. The doc-style editor means you can easily customize questions to match your organization's voice, add your logo and mission statement, and create a welcoming experience that encourages thoughtful responses.

The template covers all the essential areas of donor management research:

• Stakeholder background and relationship to your organization
• Current stewardship practices and what's working well
• Communication preferences including frequency, channels, and content
• Recognition and appreciation opportunities that resonate
• Impact reporting expectations and storytelling preferences
• Giving trends and motivations they've observed
• Challenges and opportunities in your donor program

Conditional logic ensures that questions adapt based on the stakeholder type—so major donors see different follow-up questions than development staff, creating a personalized interview experience.

Built for Fundraising Professionals and Development Teams

This template is trusted by:

• Nonprofit executives and development directors conducting donor program audits
• Fundraising consultants gathering insights for strategic planning
• Board development committees assessing donor engagement strategies
• Donor relations managers improving stewardship practices
• Capital campaign teams understanding major gift donor preferences
• Foundation program officers evaluating grantee communication needs

The form works beautifully on any device, so you can send it via email, share it during board meetings, or use it in one-on-one donor conversations on a tablet.

Automate Your Research Workflow with Stepper

Once you've collected stakeholder feedback, Stepper (stepper.io) can help you act on those insights faster. Connect your Paperform submissions to automated workflows that:

• Route responses by stakeholder type to the right team members
• Create summary reports in Google Docs or Notion for board review
• Add action items to your project management tool based on common themes
• Update your CRM with donor communication preferences
• Trigger follow-up emails thanking participants for their input

This means your development team can focus on relationship building instead of manual data entry and analysis.

AI Insights for Faster Analysis

With hundreds of responses from different stakeholder groups, identifying patterns can be time-consuming. Paperform's AI Insights feature automatically analyzes open-ended responses to surface common themes, sentiment, and actionable recommendations—perfect for summarizing findings for board presentations or strategic planning sessions.

Designed for Privacy and Trust

When gathering sensitive information about donor relationships and organizational challenges, security matters. Paperform is SOC 2 Type II compliant and GDPR ready, ensuring that stakeholder feedback is collected and stored securely. You can also customize privacy statements and confidentiality notices to build trust with participants.

Who This Template Is For

This template is ideal for:

• Nonprofit organizations of all sizes looking to improve donor retention
• Development and fundraising teams conducting stakeholder research
• Fundraising consultants and advisors supporting capital campaigns
• Board development committees evaluating donor engagement
• Grant-making foundations understanding donor and grantee needs
• Alumni and membership associations strengthening supporter relationships

Customization Made Simple

Every nonprofit is unique, and your stakeholder research should reflect that. With Paperform's doc-style editor, you can:

• Add your organization's logo, mission statement, and brand colors
• Include images or videos that illustrate your impact
• Adjust questions to focus on specific campaigns or initiatives
• Create custom success pages that thank participants and share next steps
• Export responses to Google Sheets, Airtable, or your CRM for deeper analysis

You can also use the form as a living document—updating questions seasonally or after major campaigns to track how stakeholder perspectives evolve over time.

Trusted by 500K+ Teams Worldwide

Paperform is the form builder of choice for nonprofits, educational institutions, and professional services firms that need flexible, professional forms without the complexity. With 30,000+ templates and generous usage limits across all plans, you can build as many stakeholder research forms as your organization needs.

Get Started Today

Whether you're preparing for a capital campaign, conducting a donor program audit, or simply want to strengthen relationships with your most important supporters, this template gives you a head start. Customize it to match your organization's needs, share it with your stakeholders, and start gathering the insights that will transform your donor management strategy.

Ready to deepen your donor relationships? Start with stakeholder research that actually gets used.