Toast for Tomorrow Follow-Up Survey

Fields marked with are required.

Thank you again for attending Toast for Tomorrow! Your input helps me better understand how to support your legacy planning journey.

Your Name

1. How are you feeling about legacy giving after attending the event?

I’m very interested and ready to take the next step.

I’m interested but still thinking about it

I’d like more information.

I'm not interested in legacy giving right now.

Legacy giving is not for me. You don't need to contact me about it again.

2. Which types of legacy gifts are you most curious about? (Check all that apply.)

Including St. Paul’s in my will.

Naming St. Paul's as a beneficiary of my IRA.

Naming St. Paul's as a beneficiary of my donor advised fund.

Naming St. Paul's as a beneficiary of my life insurance policy.

Setting up a charitable gift annuity.

Creating a charitable remainder trust.

I'm not sure yet.

Other

If Other, please explain:

3. Would you like to schedule a conversation to explore your options?

Yes, please reach out to me.

Not right now.

Maybe later - please check in again down the road.

Is there anything else you'd like to share or ask?