Back to UpdatesSurveyor is Live! Automated Story & Impact Collection
As of today—Friday, June 27—Ovrture’s Surveyor functionality (officially called the “Survey module”) is officially live.
This represents our biggest platform enhancement of 2025 and the most significant addition since our platform rebuild in 2023. Through Surveys, organizations can now collect real-time impact stories directly from the people who matter most: students, faculty, clinicians, and grateful patients. This content flows seamlessly into your stewardship reports, transforming how teams approach both major donor fundraising and ongoing donor stewardship.
Surveys Solves Three Critical Challenges
When we first shared our vision for a built-in survey tool in January, we outlined a clear goal: make it easier to capture authentic voices of the people directly impacted by philanthropy. Today, that vision becomes an operational reality for teams managing the full major donor lifecycle… from initial cultivation through long-term stewardship.
Here are the three major benefits for our clients:
1. Authentic voices for every donor interaction. Major donor fundraising teams can now gather firsthand insights to support both donor cultivation and donor stewardship. Whether building a compelling case for a new major gift or demonstrating impact to existing donors, the Survey module provides the authentic stakeholder voices that make the difference.
2. Automated workflow eliminates friction. Responses flow directly into your stewardship reporting, transforming raw stories, quotes, and fund-specific impacts into polished donor communications. This creates more dynamic nonprofit impact reports where real voices replace generic content. We’ve virtually eliminated the friction between survey collection, content review, and report distribution.
3. Centralized control with editorial oversight. Whether building a case for support or gathering impact updates to thank existing supporters, Ovrture’s survey feature centralizes the entire content collection process. You maintain full control—reviewing and approving survey responses before they reach your donors.
Designed for the Complete Donor Lifecycle
The Survey module also integrates naturally into both major donor cultivation and ongoing donor stewardship workflows. Start from scratch or use previous surveys as templates to accelerate future campaigns.
Since responses live natively within Ovrture, they’re immediately available for any donor communication need. The same survey data that helps secure a major gift can later demonstrate ongoing impact in stewardship reporting. No third-party integrations, no manual data transfers—just direct flow from the beneficiaries of generosity to the donor communications that cultivate prospects and steward supporters.
This eliminates common pain points across the entire giving lifecycle while strengthening the connection between impact demonstration and donor engagement.
Automated Survey-to-Report Workflow
The real value lies in Surveyor’s automated approach to stewardship reporting. Traditional survey workflows require multiple manual steps: designing external surveys, collecting responses, transferring data, and formatting content. Ovrture’s Survey module automates this entire workflow within a single platform.
Build your survey, collect responses, review and approve content, then watch approved submissions automatically populate your stewardship reporting templates. The same streamlined process works for both cultivation materials and donor impact reports.
The result: reduced friction and deeper personalization in both asking and thanking major donors.
See It in Action
We created a walkthrough video demonstrating how to build, distribute, and integrate surveys through Ovrture:
What’s Next
The Survey module is available now to all Ovrture clients. Over the coming weeks, we’ll demo this functionality and share implementation strategies with client teams. Like all Ovrture features, this new functionality will continue evolving based on client feedback and real-world usage.
If your nonprofit organization is evaluating major donor software for nonprofits that enables deeply personalized communications, we’d be happy to show you Surveyor in action.
Let’s schedule a demo and explore what’s possible together.
CHRIS SNAVELY
Managing Partner
CHRIS SNAVELY
Managing Partner
Chris leads the Ovrture team in building, maintaining, and enhancing the platform. He also works directly with clients to build systems, drive adoption, and conceive of new use cases. Believing that the application of new thinking is what drives the world forward, Chris takes great pride in bringing a far more efficient and modern approach to the “digital advancement office.”
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