GiftPlan.org, a web-based resource for professional financial advisors to advance the knowledge of planned giving within the professional advising community of the greater San Francisco Bay Area, is a collaborative of nine local community foundations. To assess GiftPlan.org’s impact and reach LFA conducted a process and outcomes evaluation that collected web-traffic statistics, including geographic locations and professions of users; surveyed registered GiftPlan.org users about their perceptions and use of the site; and gathered the perspectives of key stakeholders at each community foundation through a focus group.
