Gift Planning Assesment

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 Nan Edgerton, vice president of development. If you wish to request further information or set up an appointment, please provide the following information.

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 Hampton Roads Community Foundation   Please specify:   making additional gifts to:     (name of existing fund at the Hampton Roads Community 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