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Matching Gifts Program: Awareness & Participation Assessment

Measures employee awareness, participation, and barriers related to corporate matching gifts. Designed for HR and CSR teams to identify uptake gaps, process friction, and improvement priorities.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

22 questions · ~10 min
Q01
Message

Welcome to the Matching Gifts Program Survey. We'd like to understand your awareness of and experience with our company's charitable donation matching program. Your responses will help us identify ways to improve the program. This survey takes approximately 6–8 minutes. Participation is voluntary and you may stop at any time. There are no right or wrong answers — we are interested in your honest opinions. All responses are confidential and will be reported only in aggregate. Please click 'Next' to begin.

Q02
Multiple Choice

To your knowledge, does our company offer a charitable donation matching program?

  • Yes
  • No
  • Not sure
Q03
Multiple Choice

In the past 12 months, have you donated your own money to a nonprofit or charity?

  • Yes
  • No
Q04
Opinion Scale

How likely are you to submit a company match request in the next 12 months?

Scale: 17
Min:Not at all likelyMax:Extremely likely
Q05
Long Text

Based on your experience, what is the single most impactful improvement we could make to the matching gifts program?

Q06
Dropdown

Where is your primary work location?

  • United States
  • Canada
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East & Africa
  • Other
  • Prefer not to say
Q07
Message

Thank you for completing this survey. Your feedback will directly inform improvements to our matching gifts program. All responses are confidential and will be reported in aggregate.

Q08
Multiple Choice

Where have you seen information about the matching program? Select all that apply.

  • New hire onboarding
  • Company intranet or benefits portal
  • Email from HR or benefits team
  • Manager or team meeting
  • Company town hall or all-hands meeting
  • Colleague or word of mouth
  • External donation portal or vendor site
  • Social or employee resource group posts
  • I haven't seen any information
Q09
Multiple Choice

In the past 12 months, did you submit a company match request for any donation?

  • Yes
  • No — I donated but did not request a match
  • I did not donate in the past 12 months
  • Not sure if I was eligible to request
Q10
Ranking

Rank the following changes by how much they would encourage you to use the matching program (drag to reorder).

  1. Higher annual match cap
  2. Simpler submission steps
  3. Faster processing and confirmation
  4. Clearer instructions and FAQs
  5. More charities and causes eligible
  6. Mobile-friendly portal or app
Drag to rank
Q11
AI Interview

We'd like to learn more about your experience with workplace giving and the matching program. Please share your thoughts and I'll ask a couple of follow-up questions.

Q12
Multiple Choice

How long have you worked at the company?

  • Less than 6 months
  • 6–12 months
  • 1–2 years
  • 3–5 years
  • 6+ years
  • Prefer not to say
Q13
Opinion Scale

How confident are you that you understand the eligibility rules of the matching program?

Scale: 17
Min:Not at all confidentMax:Very confident
Q14
Multiple Choice

If you did not request a match, what were the main reasons? Select all that apply.

  • I wasn't aware of the program
  • Unclear rules or eligibility
  • Process felt too time-consuming
  • Forgot or missed the deadline
  • Unsure if my charity was eligible
  • Technical issues with the portal
  • Concern about sharing personal donation info
  • I prefer to donate without company involvement
  • Other (please specify)
  • Not applicable — I requested a match
Q15
Multiple Choice

Which cause areas are you most interested in supporting through the matching program? Select all that apply.

  • Education
  • Health and medical research
  • Environment and climate
  • Social justice and equity
  • Disaster relief and humanitarian aid
  • Arts and culture
  • Animal welfare
  • Local community and housing
  • Global development
  • Other (please specify)
Q16
Multiple Choice

What is your typical work arrangement?

  • Onsite
  • Hybrid
  • Remote
  • Prefer not to say
Q17
Multiple Choice

What do you believe is the annual maximum match amount per employee?

  • $500 or less
  • $501–$1,000
  • $1,001–$5,000
  • More than $5,000
  • Not sure
Q18
Opinion Scale

How would you rate your experience finding information about the matching program and its rules?

Scale: 17
Min:Very poorMax:Excellent
Q19
Opinion Scale

How would you rate your experience checking whether your charity or cause was eligible for matching?

Scale: 17
Min:Very poorMax:Excellent
Q20
Opinion Scale

How would you rate your experience submitting a match request through the portal?

Scale: 17
Min:Very poorMax:Excellent
Q21
Opinion Scale

How would you rate your experience tracking and receiving confirmation of your match?

Scale: 17
Min:Very poorMax:Excellent
Q22
Dropdown

If you submitted a match request in the past 12 months, approximately how long did it take from submission to confirmation?

  • Under 1 week
  • 1–2 weeks
  • 3–4 weeks
  • 1–2 months
  • 3+ months
  • I have not submitted a match request in the past 12 months
  • Not sure

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.