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Question 1/5 20% Complete 1. Do any of the following statements apply to you? Select all that apply: I wish I had more time to decide where to give before the tax deadline of Dec. 31 I’m starting to think about retirement, and I would like to spend more time giving back in the future I’d love to have a way to organize family giving or create a way for my family to give together I’m always looking for ways to reduce my taxes I want to leave behind some sort of personal or family charitable legacy None of these statements apply to me Next question Question 2/5 40% Complete Previous question 2. How many organizations does your household typically support each year with a charitable donation? Tip: Make sure you’re counting your donations to churches and schools (but no tuition payments)! Select one Just one Two Three to ten More than ten Next question Question 3/5 60% Complete Previous question 3. How much does your household typically give to charity each year? Select one Less than $1,000 $1,000 to $4,999 $5,000 to $9,999 $10,000 to $19,999 $20,000 to $49,999 $50,000 to $99,999 $100,000 or more Next question Question 4/5 80% Complete Previous question 4. Do you or your spouse hold any of the following assets as investments outside of your retirement account? Select all that apply: Appreciated securities, such as stocks or mutual fund shares Bitcoin or other cryptocurrency Interest or shares in a private business, such as a private C-corp or LLC Restricted stock I do not hold any of the above assets as investments outside of my retirement account Next question Question 5/5 100% Complete Previous question 5. Do any of the following apply to you or your family’s financial situation or long-term planning this year? Select all that apply: Expecting to earn more this year than is typical Expecting variable income, such as a bonus Expecting/anticipating a financial windfall Expecting to sell a business or realize significant capital gain due to sale of an asset Expecting to develop or update my will or estate plan None of these apply to my financial situation this year Get my results
Question 1/5 20% Complete 1. Do any of the following statements apply to you? Select all that apply: I wish I had more time to decide where to give before the tax deadline of Dec. 31 I’m starting to think about retirement, and I would like to spend more time giving back in the future I’d love to have a way to organize family giving or create a way for my family to give together I’m always looking for ways to reduce my taxes I want to leave behind some sort of personal or family charitable legacy None of these statements apply to me Next question Question 2/5 40% Complete Previous question 2. How many organizations does your household typically support each year with a charitable donation? Tip: Make sure you’re counting your donations to churches and schools (but no tuition payments)! Select one Just one Two Three to ten More than ten Next question Question 3/5 60% Complete Previous question 3. How much does your household typically give to charity each year? Select one Less than $1,000 $1,000 to $4,999 $5,000 to $9,999 $10,000 to $19,999 $20,000 to $49,999 $50,000 to $99,999 $100,000 or more Next question Question 4/5 80% Complete Previous question 4. Do you or your spouse hold any of the following assets as investments outside of your retirement account? Select all that apply: Appreciated securities, such as stocks or mutual fund shares Bitcoin or other cryptocurrency Interest or shares in a private business, such as a private C-corp or LLC Restricted stock I do not hold any of the above assets as investments outside of my retirement account Next question Question 5/5 100% Complete Previous question 5. Do any of the following apply to you or your family’s financial situation or long-term planning this year? Select all that apply: Expecting to earn more this year than is typical Expecting variable income, such as a bonus Expecting/anticipating a financial windfall Expecting to sell a business or realize significant capital gain due to sale of an asset Expecting to develop or update my will or estate plan None of these apply to my financial situation this year Get my results
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