Name *

First Name

Last Name

Phone

(###)

###

####

Are your clients interested in meaningful impact while alive?

Yes

No

Are your clients interested in creating a legacy?

Yes

No

Do your clients want to ensure that family or friends/ colleagues help continue their legacy after death?

Yes

No

Do your clients have a donor advised fund?

Yes

No

Do your clients want to be able to support their friends and business colleague’s charitable initiatives?

Yes

No

Would travel be interesting for your clients to do as it relates to giving back and philanthropy?

Yes

No

Have your clients set up estate planning documents to provide for charitable giving upon death?

Yes

No

Do your clients have an interest in having paid assistance from lawyers, consultants, assistants and others to help your clients do good and pay these individuals from charitable funds?

Yes

No

Do you believe your clients might be interested in sponsoring events for the causes they care most deeply about and to use said charitable funds to do so?

Yes

No

Do your clients potentially have any interest in international giving?

Yes

No

Would your clients ever want to use charitable dollars to fund scholarships or financial aid for people they believe in that are advancing their lives in education, science or medicine (or any other worthwhile pursuit) who are in need?

Yes

No

Are your clients interested in being more than just a check writer when it comes to engaging in philanthropy?

Yes

No

Do your clients have private foundations?

Yes

No