Name *

First Name

Last Name

Phone

(###)

###

####

Do you want to give back while you are alive?

Yes

No

Do you want to create a legacy?

Yes

No

Do you want to ensure that family or friends/colleagues help continue your legacy after you pass?

Yes

No

Do you have a donor advised fund?

Yes

No

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

Yes

No

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

Yes

No

Have you provided for charitable giving upon death?

Yes

No

Would you want to have some paid assistance from lawyers, consultants, assistants and others to do good things while you are alive and after?

Yes

No

Would you like to put on events for the causes you care most deeply about for your friend and others and use charitable dollars to do so, raise awareness as well as other philanthropic dollars?

Yes

No

Do you have any interest in international giving?

Yes

No

Would you ever want to use charitable dollars to fund scholarships for people you believe in that are advancing their lives in education, science or medicine (or any other worthwhile pursuit)?

Yes

No

Do you want to be more than just a check writer when it comes to your philanthropy?

Yes

No

Do you have a private foundation?

Yes

No