There are a few ways to do this. The best and easiest way is to visit Legacy Gifts, which will show you a full list of anyone who has indicated they have left a gift to your organization in their will, trust or by beneficiary designation. You can download this list by clicking “Export.”
This will download a list of supporters who indicated they left a legacy gift to your organization. In order to download their survey responses, you must do that by campaign in the Data Center.
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