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Playhouse Square Legacy Circle Interest Questionnaire
*
1.
First/Last Name
(Required.)
2.
Spouse First/Last Name
3.
Address: Street, City, State and Zip
*
4.
Email
(Required.)
*
5.
Phone
(Required.)
6.
Age Range
80+
65-79
50-64
35-49
Under 35
7.
What inspires you to consider Playhouse Square in your estate planning?
8.
What aspects of Playhouse Square's mission or programming resonate with you the most?
9.
What legacy would you like to leave through your philanthropic giving?
10.
How familiar are you with planned giving options such as bequests, charitable gift annuities/trusts, donor-advised funds, or life insurance policies?
Very familiar
Somewhat familiar
Not so familiar
11.
Which planned giving methods are you most likely to consider?
Bequest
Beneficiary
Life Insurance
Charitable Gift Annuity
Open to all options
Not sure
Other (please specify)
12.
Do you have an adisor(s) you are currently working with on your plans?
Financial Advisor
Estate Planning Advisor/Legal
Both
Neither
13.
What information or support would help you feel more confident about make a planned gift to Playhouse Square?
*
14.
When is the best time to contact you?
(Required.)
Morning
Afternoon
Evening
Any time
I prefer to be contact by email
Other (please specify)
