Inspired by Excellence and Innovation

Since 1992, PEG, Ltd. has developed reliable metrics to help organizations understand and manage relationships with key stakeholders such as donors, alumni, employees and community advocates.

In 2001, PEG, Ltd. introduced the Alumni Attitude Study as a cooperative effort among advancement leaders in education to measure and compare the diverse attitudes driving behavior in higher education giving.  In a working group with alumni and development directors, we developed an attitudinal questionnaire and survey methodology, and tested it with prospects and donors among the participating foundations and university advancement offices.   Now, after more than three hundred organizations have participated in the Alumni Attitude Study, the questionnaire is robust, the survey process is proven, and data on attitudinal issues and demographics for philanthropy is plentiful.

Exclusive to the Study are performance benchmarks based on aggregated findings.  Study participants can better evaluate their performance and set priorities by comparing their survey results against these benchmarks.  Similarly,  descriptiveNarratives, now based on analysis of over one million prospect and donor responses, help advancement leaders identify giving values and program priorities to better communicate with and engage key stakeholder groups, much like the “Baby Boomer” narrative helps advertises relate to a specific market.  To identify and support best practices in educational philanthropy, the Alumni Attitude Study shares these performance benchmarks, narratives, and industry insights at numerous CASE conferences, through Currents magazine, and other publications.

PEG is now introducing the Donor Attitude Study for Healthcare Philanthropy to provide the same benefits of a peer-reviewed and cost effective attitudinal survey specifically designed for healthcare philanthropy.  Much like the benefits described above, the Study’s performance benchmarks, stakeholder narratives, and insights on industry trends will be shared widely to help the industry grow and prosper.  It all starts with helping you understand the complex relationship between your healthcare institution and distinct donor and non-donor populations.  Start a new conversation with key stakeholder groups by asking what matters most to them about healthcare philanthropy though the Donor Attitude Study.  And as you share survey results and Study findings with them, they will know you heard what they said–and you will have their attention and interest.  Use the Study’s performance benchmarks and survey results to manage your next move to cultivate each stakeholder group.  For more information on participating in the Donor Attitude Study for Healthcare Philanthropy contact Tom Troegel, [email protected] or 713-527-0078.


Our Team

Rob Shoss

Managing Consultant

Rob Shoss is a founding member PEG, Ltd. He has an M.B.A. in Market Research from Washington University in St. Louis, where he was elected to membership in the Beta Gamma Sigma scholastic honorary society for students of business or management and a B.A. in Philosophy from Tulane University in New Orleans, Louisiana. He brings over 18 years of experience working with higher education institutions and has been directly involved with over 300 colleges and universities that have surveyed their alumni on attitudinal issues through the Alumni Attitude Study. Mr. Shoss is a board member of the Tulane University Alumni Association.  Rob has a unique ability to bring both right-brain and left-brain insights to this work.  His presentation of survey findings is often cited as one of the most valuable components of the Study.  He is adept at presenting to all parts of the campus from the trustees to general audiences that include faculty and staff from all parts of the campus.  Rob has an unparalleled talent for making the presentation meaningful and focused on the issues that are most important to the audience.


Washington University, St. Louis, MO
Master of Business Administration – Concentration in Operations Research and Marketing
Beta Gamma Sigma Honorary Scholastic Fraternity

Tulane University, New Orleans, LA
BA – Philosophy

Tom Troegel

Director of the Healthcare Philanthropy Survey

Tom Troegel has a Master of Public Administration from the Lyndon B. Johnson School of Public Affairs in Austin and an BA in political science from the University of Texas at Austin.  He has 25 years of experience in leadership and fundraising positions in the non-profit sector, including 12 years as executive director establishing new programs and events, growing membership and increasing community involvement. His experience also includes four years as a major gift officer where he secured the first principal gift pledge for a new building, managed donor relations and annual campaigns, and updated database capabilities ahead of a capital campaign.  He has served on various non-profit and municipal boards and believes the more you know what matters most to your audience, the better you are able to get their support to achieve your organization’s goals.

Jonathon Bischof

Director of Sales and Marketing

Mr. Bischof has over five years of experience working in sales and customer communications, with more than two years in consultative sales in higher education. He works with advancement leaders at universities to better understand key giving motivators across distinct alumni cohorts, determine communication preferences and effectiveness, and identify areas where loyalty and support of alumni might be enhanced.  He has worked with over 50 universities and colleges, from small and large advancement offices, to determine which components of the Alumni Attitude Study will provide the most value for development and alumni relations. Mr. Bischof received his BS in Business Administration from Mays Business School at Texas A&M University in College Station, with minors in Economics and Psychology.

Alexandra Lamb

Director of Client Services

Ms. Lamb serves as the project manager on attitudinal research studies for advancement departments of academic institutions. She is experienced in all phases of surveying, such as instrument design, distribution, analysis, presentation, and implementation of recommendations. As the main contact point for clients, she provides guidance on respondent selection, question design, branding of the survey instrument, and drafting relevant communications. Ally has worked with over 165 institutions, with many of them using our services multiple times. At the conclusion of our projects, many clients provide feedback about how they thoroughly enjoyed working with Ally, due to her collaborative approach and prompt attention to their project throughout the process. She has a Master’s Degree in Public Administration and a B.A. in History, with a minor in Political Science from Sam Houston State University.

Jonathan Gaines

Director of Analytics and Survey Metrics

Mr. Gaines has over 6 years of experience in research and analysis, with over 4 years in large scale research projects to gain insights on key drivers of engagement and loyalty for institutions and across the higher education industry. He has an M.A. in Applied Economics and B.S. in Economics and Global Business from the University of Houston. Mr. Gaines uses his expertise in SPSS and database programming to provide comprehensive analysis and presentations of your survey data.

Allison Manning

Manager of Operations and Accounting Services

With over six years of experience in higher education, Ms. Manning brings extensive knowledge and insight to our team. In addition, she has experience in accounting, administration, and sales including over 9 years of experience in customer service. She is a graduate from the University of Houston with a B.A. in Public Relations and a minor in Global Business.

Kayla Brown

Project Coordinator

Ms. Brown works with the Director of Client Services to design survey questionnaires, distribution processes,  support analysis of survey results and drafting of results and findings. As a member of the project management team Kayla uses her skillfulness in research projects to keep the project organized and running smoothly. She has experience in conducting large scale research projects, data collecting, coding, and preparing research papers for publication. Her research background includes studying political participation and behavior, public opinion, competitive elections and the interaction of media and politics. Selected research results have been featured by the London School of Economics and published in the book, “The Internet and the 2016 Presidential Campaign” by Rowman & Littlefield.  Kayla received her BS in Political Science from Sam Houston State University, with a minor in Philosophy.

Donor Attitude Study 2018 Press Release

After conducting attitudinal surveys with over ONE MILLION DONORS and prospects for advancement offices across 300 foundations and institutions, one thing is clear.  Prospective donors are not all the same.  Understanding the unique giving values and priorities of prospective donors makes a huge difference in connecting them to your cause in a way that inspires giving