2019 Annual Planned Giving Survey

Coast Guard Foundation Survey

Your support means a great deal to the men and women of the U.S. Coast Guard. The purpose of this survey is to learn how we can serve you better and strengthen your relationship with the Coast Guard Foundation.

Your answers will remain completely confidential and will allow us to provide you with information related to taxes, retirement income and estate conservation that suit your needs and interests.

Thank you for your time and participation.

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* 1. Name:

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* 2. How do you prefer to be addressed?

Mr.

Mrs.

Mr. & Mrs.

Ms.

Dr.

Other

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* 3. Phone:

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* 4. Email:

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* 5. Are you interested in receiving information about the Coast Guard Foundation via email?

Yes

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* 6. Your date of birth:

Date / Time

Date

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* 7. Are you:

Married

Never Married

Widowed

Divorced

Other

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* 8. Spouse's Name:

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* 9. Spouse's date of birth:

Date / Time

Date

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* 10. Do you have:

Children

Grandchildren

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* 11. Please indicate which of the following reasons motivate you to support the Coast Guard Foundation: (please check all that apply)

You served in the Coast Guard

A family member served in the Coast Guard

A friend served in the Coast Guard

You believe more support should be available to Coast Guard members and their families

You feel more support should be available for cadets at the U.S. Coast Guard Academy

Other (please write your response here)

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* 12. Where does the Coast Guard Foundation rank in your charitable priorities?

Very High Priority

High Priority

Somewhat of a Priority

Low Priority

Very Low Priority

Very High Priority

High Priority

Somewhat of a Priority

Low Priority

Very Low Priority

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* 13. Which of the following issues and programs are of most interest to you? (please check all that apply)

Awarding college scholarships to Coast Guard members

Providing college scholarships to spouses and children of Coast Guard members

Supplying athletic equipment to help members stay fit for their demanding jobs

Offering recreation gear to strengthen morale among families on Coast Guard bases

Assisting families when a Coast Guard member is injured or critically ill

Aiding families of Coast Guard members who die in the line of duty

Awarding college scholarships to children of members who die in the line of duty

Supporting academic, athletic and leadership excellence programs for cadets at the Coast Guard Academy

Other (please specify)

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* 14. Please tell us which of the following areas concern you: (please check all that apply)

I am concerned about the possibility of outliving my income

I want more of my estate to go to my loved ones and less to taxes

I want to know how to minimize capital gains taxes

I would like to know how to benefit my family and charity at the same time

I would like help with my will, trust or estate planning

Other (please specify)

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* 15. Please rate the importance of the following financial goals:

	Very important	Somewhat important	Neither	Not very important	Not important
Decrease income taxes	Decrease income taxes Very important	Decrease income taxes Somewhat important	Decrease income taxes Neither	Decrease income taxes Not very important	Decrease income taxes Not important
Decrease estate taxes	Decrease estate taxes Very important	Decrease estate taxes Somewhat important	Decrease estate taxes Neither	Decrease estate taxes Not very important	Decrease estate taxes Not important
Minimize capital gains taxes	Minimize capital gains taxes Very important	Minimize capital gains taxes Somewhat important	Minimize capital gains taxes Neither	Minimize capital gains taxes Not very important	Minimize capital gains taxes Not important
Increase income	Increase income Very important	Increase income Somewhat important	Increase income Neither	Increase income Not very important	Increase income Not important
Increase estate amount passing to heirs	Increase estate amount passing to heirs Very important	Increase estate amount passing to heirs Somewhat important	Increase estate amount passing to heirs Neither	Increase estate amount passing to heirs Not very important	Increase estate amount passing to heirs Not important
Create a charitable legacy	Create a charitable legacy Very important	Create a charitable legacy Somewhat important	Create a charitable legacy Neither	Create a charitable legacy Not very important	Create a charitable legacy Not important

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* 16. Would you like information about ways to receive the benefits you chose above?

Yes

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* 17. Have you included the Coast Guard Foundation in your:

Will

Living Trust

Charitable Trust

Life Insurance Policy

Retirement Plan

Gift Annuity

Other (please specify)

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* 18. Would you consider including the Coast Guard Foundation in your will or estate plan?

I already have

Definitely

Possibly

Probably not

Very unlikely

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* 19. Would you be interested in donating property?

Yes

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* 20. Would you consider donating stock?

Yes

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* 21. Do you have a donor-advised fund?

Yes

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* 22. Would you consider making a major gift to the Coast Guard Foundation?

Yes

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* 23. Are you eligible for your IRA's required minimum distribution?

Yes

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* 24. Would you consider making a gift through your IRA to the Coast Guard Foundation?

Yes

N/A

Your FREE Gift! Once your survey is submitted, we will thank you by sending you a set of six attractive notecards featuring the Coast Guard in action. They're perfect for sending notes to friends while showing your support for Coast Guard members.

Thank you for taking the time to complete this survey. Your input is very important to us.