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Gift Planning Assessment

Financial Information
 


Gift Planning Assessment

The following questionnaire is designed to help you identify your personal and financial gift planning goals. The questionnaire can also be used as a starting point for a confidential consultation with the Eastern Shore of Virginia Community Foundation. If you wish, please complete the questionnaire, or simply contact us for a consultation on how to proceed with your planning.
 

Name
Address
City
State
Zip
Telephone
Email
Questions/Comments:

Questionnaire
1. My main goals in making a planned gift are to:
Increase my philanthropy by:
  establishing a new fund at The Norfolk Foundation
  Please specify:
  making additional gifts to:
    (name of existing fund at The Norfolk Foundation)
Receive a stream of income for life for myself and/or others
  Please specify:
Provide for family members
  Please specify:
Re-allocate assets for greater return
Receive an immediate income tax deduction
Avoid or reduce capital gains tax
Reduce estate and/or gift tax
2. Available assets for planned giving are:
Cash
Appreciated securities
Real Estate
Other
  Please specify:
3. The timing of my planned gift is:
Immediate
At a later time during life
  Please specify:
At death
4. My main questions or concerns about planned giving are:
  Please specify:
5. I would like to learn more about the following planned giving vehicles:
Bequests
Charitable Gift Annuities
Charitable Remainder Trusts
Charitable Lead Trusts
Gifts of Retirement Assets
Gifts of Life Insurance

 

 		  

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