Q01
Message
All templates
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
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: 1 – 7
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).
- Higher annual match cap
- Simpler submission steps
- Faster processing and confirmation
- Clearer instructions and FAQs
- More charities and causes eligible
- 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: 1 – 7
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: 1 – 7
Min:Very poorMax:Excellent
Q19
Opinion Scale
How would you rate your experience checking whether your charity or cause was eligible for matching?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q20
Opinion Scale
How would you rate your experience submitting a match request through the portal?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q21
Opinion Scale
How would you rate your experience tracking and receiving confirmation of your match?
Scale: 1 – 7
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.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Includes multiple-choice and scale questions specifically covering awareness, eligibility understanding, and match-amount knowledge for a corporate matching gifts program
- Separately rates friction at each step of the process (finding info, checking eligibility, submitting a request, tracking confirmation) so HR/CSR teams can pinpoint where uptake breaks down
- Includes a ranking question on which incentives would most encourage future participation, plus an open-text question on the single most impactful improvement
- Includes an AI follow-up interview that can adaptively probe employees' workplace-giving experience beyond fixed-choice answers, and captures demographic context (tenure, work arrangement, location) for segmentation
QuestionPro
10 Product Awareness & Attitudes Survey Questions + Sample Questionnaire TemplateThis is a generic awareness/attitudes/usage (AAU) questionnaire guide rather than a matching-gifts- or CSR-specific template. It's presented as a sample question set and article rather than a ready-to-field survey, so it would need substantial customization to address matching gift eligibility, portal friction, or participation barriers.
What it does well
- Provides a well-established AAU question framework applicable across product or program categories
- Offers guidance on structuring awareness-to-usage funnel questions
Where it falls short
- Not tailored to employee giving programs — no questions on match eligibility, portal experience, or donation matching specifically
- Static question list with no adaptive follow-up probing or automated per-response scoring
- No transparent AI methodology or auto-generated analysis reports
SurveyMonkey
Tool And Process Improvement Survey TemplateA general-purpose process improvement template, useful for surfacing friction in any workflow but not built around employee giving or matching gift programs specifically. It could partially substitute for the barrier/experience-rating portion of a matching gifts survey but omits program-specific context like eligibility awareness or cause-area interest.
What it does well
- Reusable across many internal process types, easy to deploy quickly
- Familiar SurveyMonkey interface and reporting for general survey admins
Where it falls short
- No matching-gift-specific questions (eligibility, match amount awareness, cause areas)
- Fixed-form questions only — lacks adaptive AI or voice interview follow-up to explore why employees didn't participate
- No transparent prompt/methodology disclosure or automated quality scoring per response
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.