Legacy Giving Survey

Fields marked with are required.

Your Name

1. Have you already included St. Paul’s in your estate plans?

Yes

No, but I'm considering it

No, and I don't plan to

2. How familiar were you with legacy giving at St. Paul's before receiving our information?

Very familiar

Somewhat familiar

Not familiar at all

3. After reading the information we provided, how interested are you in learning more about legacy giving?

Very interested

Somewhat interested

Not interested at this time

4. Which type of legacy gift are you interested in learning more about? (Select all that apply)

Bequests (leaving a gift in your will)

Beneficiary designations (retirement accounts, life insurance policies, TOD, etc)

Charitable gift annuities

Donor-advised funds

Charitable trusts

Other

If other, please specify:

5. How would you prefer to receive more information about legacy giving? (Select all that apply)

Phone call

Virtual meeting (Zoom, GoToMeeting, etc.)

Mailed printed materials

No further information is needed

6. Would you be interested in meeting with me to discuss your legacy giving options?

Yes, I'd like to schedule a virtual meeting.

Not now, but maybe in the future.

No, thank you. I'm not interested in legacy giving.