Planned Giving Questionnaire for Trinity Church

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* 1. Are you interested in learning about different options for Planned Giving to Trinity Church and other charities?

Yes

I'm not sure what "Planned Giving" means

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* 2. We have recently updated the Trinity website to include some Planned Giving options. Have you seen this update and was it helpful for you?

Yes, I have seen it, and it was helpful.

Yes, I have seen it, but it left me confused.

No, I have not seen it yet.

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* 3. The US federal tax law changed several years ago and the standard deduction has nearly doubled for all categories. In addition, the itemized deduction for state and local taxes was capped at $10,000. Has this changed whether you itemize or take the standard deduction?

No, I still itemize.

No, I still take the standard deduction.

Yes, I used to itemize, but now I generally take the standard deduction.

None of the above.

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* 4. There are many different options for Planned Giving. Categories of Planned Giving include: Immediate Gifts, Deferred Gifts, and Life Income Gifts. Which are you most interested in learning about? Check all that apply.

Immediate Gifts (examples: Appreciated Securities, Donor Advised Fund, Qualified Charitable Distribution)

Deferred Gifts (example: Bequest through a will)

Life Income Gifts (examples: Gift Annuity or Charitable Trust)

All of the above

I don't know what these are, but would like to learn more about them!

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* 5. Some options for Planned Giving are available for all age groups. Other options are more suitable for more mature donors. Which are you most interested in learning about?

Options for all age groups

Options for more mature donors

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* 6. Some options for Planned Giving may enable a reduction in your current tax burden. Would that be of interest to you?

Yes

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* 7. Some options for Planned Giving may enable a reduction in your future tax burden. Would that be of interest to you?

Yes

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* 8. Some options for Planned Giving enable you to generate a steady income stream from now until you pass away while also contributing to a church or charity of your choice after you pass away. Would that be of interest to you?

Yes

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* 9. Some options for Planned Giving could enable you to provide for a spouse/family member for the rest of their life (or a set number of years) while also contributing to a church or charity of your choice. Would that be of interest to you?

Yes

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* 10. Have you already remembered Trinity in your will or through a Life Income Gift?

Yes

Not yet, but I plan to.

I don't know if I have or not.

None of the above

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* 11. We are considering whether or not to form a society to honor and express appreciation to all those who have remembered Trinity in their will or through a Life Income gift. Do you think having such a society would inspire or encourage people like yourself to consider making such a gift to Trinity?

Yes

Other (please specify)

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* 12. We are planning to hold small group workshops (in-person and virtual) this fall to discuss Planned Giving options that might be of interest to some Trinity parishioners. Would you be interested in attending?

Yes (in-person)

Yes (virtual)

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* 13. If you would like to attend a workshop on Planned Giving options, please provide your name and e-mail address so we can be sure to invite you.

Name

Email Address

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* 14. If you would like more information about any of the Planned Giving topics outside of the workshops, please indicate below.

Topic of interest

Name

Email Address