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HELP US GET TO KNOW YOU

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. To help us better understand your needs we invite you to answer a few questions. A member of our Planned Giving Team will be very pleased to help you.

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Your Values

What values are most important to you?

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Your Life

Who inspired you in your life, your work and your philanthropy?

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Changing The World

Where do you want to see the most change made in the world?

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Being Remembered

How do you wish to be remembered?

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Learning More

Would you like to learn more?

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Your Heirs

Have you figured out how much is enough to leave to heirs?

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Your Heirs

Are your heirs aware of your philanthropic interests?

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Philanthropic Gifts

Your philanthropic gift giving

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Your Opinion Matters

Which non-profit does the best job of keeping you involved?

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Reporting

How do you want us to report results?

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Timing

When is the best time to contact you?

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Invitations

How would you like us to invite you to make a donation?

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Last details




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THANK YOU!

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