GivingPoint Survey for UBS Advisors Question Title * 1. How would you rate your experience with GivingPoint compared to DonorView? Very satisfied Somewhat satisfied Neither satisfied nor dissatisfied Somewhat dissatisfied Very dissatisfied Question Title * 2. How easy is it to navigate GivingPoint? Very easy Somewhat easy Neutral Somewhat difficult Very difficult Question Title * 3. Has GivingPoint improved any aspect of managing a DAF and if so, what was that improvement? Question Title * 4. How would you describe your experience with GivingPoint so far? And how can NPT improve GivingPoint to better your experience? Question Title * 5. How responsive has NPT been to your questions or concerns? Extremely responsive Very responsive Somewhat responsive Not so responsive Not at all responsive Not applicable Question Title * 6. Which GivingPoint online forms have you utilized? Account Opening Contribution Agreement Grant Recommendation Investment Reallocation Account Update I have only used the Forms/Resources Page PDFs Question Title * 7. Do you have any additional comments? Done
