Charitable Pre-Qualification Form
First Name
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Last Name
*
Your Phone
*
Your Email
*
Your Date of Birth
Tax Filing Status (ex. Joint)
*
Spouse's Name
*
Spouse's Date of Birth or N/A
*
Tax Filing State
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Self-Employed or W2
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Adjusted Gross Income (AGI) Including RSU's or Capital Gains
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$
If you have capital gains: How much, Long / Short term, What from?
Approximate Net Worth
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$
Who sent you this questionnaire?
Who is your financial advisor?
Are you directly involved with any charitable organizations?
How do you like organizations to demonstrate their appreciation for gifts you have made?
What are your top three charitable interests?
Why?
Which one is most important to you?
What factors and variables go into your philanthropic decisions?
How are decisions made in your household regarding charitable giving?
What pivotal events significantly shaped your charitable interests?
How much is your charitable gift per year? [in thousands]
$
Do you seek to address immediate needs or focus on long-term solutions in your charitable gift?
Do you a have preference to support grassroots organizations or large charities?
What are your preferences when it comes to giving (e.g., cash donation, services, goods)?
If you were to make a significant cash donation how much would you gift?
What core values guide your personal and family life?
How do these values influence your charitable giving?
In what ways do you involve your family in discussions about philanthropy?
How do you envision your family's philanthropic activities evolving in the future?
How important is it for you that your philanthropic activities align with your family’s values?
How do you prefer organizations to show their gratitude for the donations you've provided?
How much cash donation would you be willing to gift on a regular basis?
Should you have an opportunity to increase the impact of your giving what would you do differently than now?
Do you have a direct involvement with any nonprofit organizations?
Can you describe some of the charitable contributions you’ve made in the past?
What is your current average annual cash donation?
Would you be interested in exploring Charitable Gift Financing?
How much are you willing to donate using Charitable Gift Financing?
How do you envision your philanthropy evolving in the next 10 years?
Are there any causes or types of giving (e.g., endowments, scholarships) you haven’t explored yet but are interested in?
How do you wish to be remembered through your philanthropic efforts?
What role do you see your children or heirs playing in your philanthropic legacy?
How do you educate your children or future generations about the importance of giving back?
Are there specific charitable projects or initiatives you hope to pass on to future generations?
How would you measure the success of your philanthropic legacy? Are there benchmarks or milestones you hope to achieve?
Have you considered creating a donor advised fund or a family foundation to carry your philanthropic legacy?
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