Trialogue nonprofit questionnaire 2026

  • Trialogue NPO Survey 2026

  • Thank you for participating in Trialogue’s annual survey of South African nonprofit organisations (NPOs). We appreciate your time and support of building knowledge in the sector.

    This survey comprises nine sections on the relationship between nonprofits and companies. Aggregated results will be published in the 29th edition of The Trialogue Business in Society Handbook in December 2026.

    This survey comprises eight sections and should take approximately 45 minutes to complete:

    1. RESPONDENT INFORMATION
    2. ORGANISATION INFORMATION
    3. INCOME AND FUNDING SOURCES
    4. COMMUNITY ENGAGEMENT
    5. MONITORING AND EVALUATION
    6. VOLUNTEERISM
    7. COMMUNICATION
    8. REPUTATION
    9. TRIALOGUE’S PRODUCTS AND SERVICES.

    Please have your latest set of financial statements and income and expenditure breakdowns on hand before starting the survey.

    If you would like to exit the survey, please click SAVE at the bottom of the page. You will be required to set up a JotForm profile and an email will be sent to you from noreply@jotform.com with a link to continue the survey. Please search your junk folder if you do not receive it.

    As a token of our appreciation, all surveys completed in full will receive a complimentary hard copy of the Trialogue Business in Society Handbook, which will be released on 1 December 2026. By completing this survey, you also stand a chance to win a full-page advertisement in this industry-leading publication, worth R33 000.

    The deadline for the survey is Thursday 31 July 2026 and the winner will be contacted in August 2026.

    • SECTION 1: RESPONDENT INFORMATION 

    • 1.1 Please note that survey responses will not be attributed to individual NPOs or respondents. These details are for Trialogue’s records only. They will be used for follow up purposes where answers are missing or unclear and to mail you the hard copy of the Handbook.

    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • 1.2  How did you find out about this survey?*
    • SECTION 2: ORGANISATION INFORMATION 
    • 2.1 Which of the following statements apply to your organisation’s registration status?*
    • 2.2  How many people currently work in your organisation (including regular volunteers)?*
  • 2.3  Please specify which of the following development areas your NPO works in?*

  • 2.4 Please provide the percentage breakdown of the sector spread of your resource allocation (effort/time, employees and funds) in South Africa.

    Must add up to 100%

  • 2.5 Please specify which provinces in South Africa and other geographies your organisation operates in.*

  • 2.6 Please provide a percentage breakdown of the geographical spread of your resource allocation (effort/time, employees and funds) in South Africa.

    Must add up to 100%

  • 2.7 What resources do you use to inform your organisation’s strategy?*
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  • 2.9  Which artificial intelligence (AI) tools does your organisation currently use?
  • 2.10 For which of your organisation’s activities is AI being used?
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    • SECTION 3: INCOME AND FUNDING RESOURCES 

    • Income questions refer to the most recent past full financial year – which typically spans part of 2025 and 2026 (including financial year ends in June 2025, September 2025, December 2025, February 2026 and March 2026).

    •  3.1  What is the end date for the 12 months of data that you will be using in this survey (i.e. the organisation financial year-end)?*
       - -
    • 3.2 What was your organisation's total income for the past full financial year (2025/2026)?*
    • 3.3 What was your organisation's total income for the previous financial year (2024/2025)?*
    • 3.4 Did your organisation’s income from the previous financial year to the past financial year increase, decrease or stay the same?*
    • 3.5 How do you think your organisation's income will change over the next two years?*
    • 3.6 From which type of donors / income sources did you receive funding in the past full financial year (2025/2026)?*

  • 3.6.1 For each of the selected type of donor please provide the number of donors your organisation has?

    3.6.2 Please provide percentage breakdowns (estimate if unsure) of your organisation’s income over the past full financial year (2025/2026) from each type of the selected donor?

  • 3.7 For each of your organisation’s sources of funding, indicate whether income from them increased, decreased or stayed the same from the previous financial year to the past full financial year (2025/2026):

  • 3.7.1 South African companies
  • 3.7.2 South African government (national, provincial or local)
  • 3.7.3 South African trusts/foundations
  • 3.7.4 South African private individuals
  • 3.7.5 South African intermediary NPOs (e.g. Community Chest, community foundations)
  • 3.7.6 The National Lotteries Board
  • 3.7.7 Foreign government donors
  • 3.7.8 Foreign private donors (international trusts, foundations or individuals)
  • 3.7.9 Investment income (dividends or interest)
  • 3.7.10 Debt
  • 3.7.11 Self-generated (via sale of products or services)
  • 3.7.12 Other
  • 3.8 Does your organisation receive non-cash donations (donation of products, services and/or time)?*
  • 3.8.1 Non-cash donations Rand value
  • 3.8.2 Non-cash donations as a percentage
  • 3.9 Does your organisation have financial reserves?*
  • 3.10 How many months of operating costs does your organisation have in reserve?
  • 3.11  Does your organisation employ a full- or part-time fundraiser(s)?*
  • 3.12 Does your organisation have a budget for fundraising?*
  • 3.12.1 What percentage of your organisational budget is allocated to fundraising?*
  • 3.13 Which fundraising approaches resulted in you getting funding in 2025/26?

  • Please provide percentage breakdowns (estimate if unsure) of your organisation’s income over the past full financial year (2025/2026) from the following fundraising methods

    • SECTION 4: COMMUNITY ENGAGEMENT 
    • 4.1 Does your organisation engage directly with communities?
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    • 4.3 Which external structures, if any, do you use for community engagement?
    • SECTION 5: MONITORING & EVALUATION 
    • 5.1 Does your organisation have someone responsible for managing monitoring and evaluation (M&E)?*
    • 5.2 Does your organisation have a budget for monitoring and evaluation?*
    • 5.2.1 What percentage of your organisational budget is allocated to monitoring and evaluation?
    • SECTION 6: VOLUNTEERISM 
    • 6.1 Does your organisation have someone responsible for managing volunteerism?*
    • 6.2  Does your organisation have a budget for managing volunteers and volunteer programmes?*
    • 6.3  Has your organisation been supported through any of the following employee community involvement initiatives in the past year?*
    • 6.3.1 Which ONE of the following types of employee involvement support would you most like to receive?
    • 6.3.2 Which ONE of the following types of employee involvement support would you least like to receive?
    • 6.4 Which (if any) of the following matching platforms has your organisation used?*
    • 6.5 Does your organisation charge companies to volunteer with you?*
    • 6.6 Which of the following benefits of volunteering do you measure?*
    • SECTION 7: COMMUNICATION 
    • 7.1 What are your organisation’s reasons for communicating its work?*
    • 7.2 Are there one or more individual/s appointed full or part time to communication?*
    • 7.3 Do you allocate a portion of your budget to communication?*
    • 7.4 Which channels do you use to communicate your organisation’s work?*
    • SECTION 8: REPUTATION 
    • Rows
    • Rows
    • SECTION 9: TRIALOGUE'S PRODUCTS AND SERVICES 
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    • 9.2 What do you use the Trialogue Business in Society Handbook for?
    • 9.5 What do you use the Trialogue Knowledge Hub for?
    • 9.7  Would you be interested in online Trialogue training courses for your staff?
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