Charitable Giving Estate Planning Questionnaire

Personal Information

Full Name Address Phone Number Email

Family Information

Marital Status Single Married Widowed Divorced List of Children/Dependents

Charitable Goals

Charitable Organizations You Wish to Support Purpose or Cause You Wish to Support Estimated Amount/Percentage of Estate to Donate

Assets

List Your Major Assets (real estate, retirement accounts, investments, etc.)

Planned Giving Tools

Types of Charitable Gifts Being Considered Outright Gifts Bequest in Will Charitable Trust Life Insurance Other Details/Comments

Additional Notes

Other Considerations or Wishes