Your Values What values are most important to you?
Please describe in some detail the values which you hold most dear
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Your Life Who inspired you in your life, your work and your philanthropy?
Please tell us about your life, your work and philanthropic interests
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Changing The World Where do you want to see the most change made in the world?
If you could change the world how would you do so?
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Being Remembered How do you wish to be remembered?
Please tell us how you would like to be remembered, what legacy you wish to leave behind
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Learning More Would you like to learn more?
Would you be interested in learning more about how we can help you to be remembered in that way?
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Your Heirs Have you figured out how much is enough to leave to heirs?
Are you at a point in your life where you have determined how much to leave to your heirs?
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Your Heirs Are your heirs aware of your philanthropic interests?
Are your heirs aware of your philanthropic interests and how you wish to be remembered?
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Philanthropic Gifts Your philanthropic gift giving
Would you mind sharing with us your most satisfying philanthropic gift and why it made you feel so good?
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Your Opinion Matters Which non-profit does the best job of keeping you involved?
Which nonprofit does the best job of keeping you involved in its mission and satisfied?
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Reporting How do you want us to report results?
How would you like us to report back to you the impact of your gift?
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Timing When is the best time to contact you?
When is the best (or worst) time of year to engage with you about your philanthropic interests?
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Invitations How would you like us to invite you to make a donation?
Do you have a preferred way for us to contact you and ask for a donation?
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Last details You need to select an item to continue
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