Bishop's Society Membership Survey

As a member of The Bishop’s Society, we want to learn more about what you value, what we can do to serve you better, and how we can engage more people in supporting the congregations and institutions of the Diocese of California through their estate plans.

Your input helps us serve our community better!

The following survey will only take 5 minutes.

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* 1. Please provide us with your contact information so we may update your membership record.

Name

Address

Phone

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* 2. Have you named one or more charities as a beneficiary in your will or estate plan?

Yes

I do not have a will/estate plan

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* 3. Is the Diocese of California or one of our congregations or institutions listed as one of those charities?

I have included a Diocesan institution in my will or estate plan

I intend to include a Diocesan institution in my estate plan in the future

I will not be including any institution of the Diocese in my will or estate plan

I would like to speak to someone about including a Diocesan institution in my estate plan

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* 4. If you answered, "I will not be including any institution of the Diocese in my will or estate plan" could you please provide detail for why you have chosen not to? (optional)

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* 5. Which benefits of legacy giving are most important to you? (Choose your top 3)

Knowing that my congregation or favorite ministry will be supported in the future

Setting an example to those closest to me about the importance of charitable giving

Tax considerations during my lifetime

Joining a community of people who have made a similar important gift

Adding to a family endowment or scholarship fund

Other (please specify)

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* 6. As a legacy donor which of the following opportunities would interest you most? (Choose all that apply)

A quarterly Planned Giving Newsletter

An educational seminar on the types of planned gifts and the benefits of each

Invitation to quarterly special events and an annual intimate reception with the Bishop of California

A wills writing workshop in my community

A spiritual seminar on "The Art of Dying Well"

Engaging with local congregations and legacy societies in my area

An annual luncheon honoring planned giving with the Bishop of California

Receiving regular updates on the work and ministry of the Diocese of California

Other (please specify)

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* 7. Is there anything that another charity is doing well with legacy planning or thank you events that you would like to share with us? (optional)

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* 8. How are you currently connected to the Diocese of California and our legacy society? (Check all that apply)

I attend an Episcopal congregation within the Diocese

I visit(ed) St. Dorothy's Rest or The Bishop's Ranch

My children attended camp at a Diocesan retreat center

I am a volunteer at a Diocesan institution

I was ordained in the Diocese of California

I am an active clergy member in this Diocese

I attended an information session on planned giving in the past

My ancestors were involved in a congregation or ministry of the Diocese and I received beneficiary payments their current planned gift

Other (please specify)

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* 9. We would like to recognize our members who pledge to leave a legacy gift. In which ways would you appreciate having your gift acknowledged? (check all that apply)

Name in a newsletter or publication

A thank you letter

A thank you call

Name listed on The Bishop's Society plaque in Grace Cathedral

A small token of thanks (lapel pin, notecards, etc)

I do not wish to be recognized

Other (please specify)

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* 10. Would you be willing to share you're experience and reasons for giving with potential Bishops's Society members? (optional)

Yes

Maybe