Charitable Introduction Form
Discover charitable opportunities
Client Name
*
First Name
Last Name
Client Email
example@example.com
Date of Birth
*
-
Month
-
Day
Year
Date
Spouse Name
First Name
Last Name
Spouse Email
example@example.com
Spouse Date of Birth
-
Month
-
Day
Year
Date
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Retired?
*
Yes
No
Number of Children?
Number of Grandchildren?
Do you own a business?
*
Yes
No
Are you currently investing in real estate?
*
Yes
No
Would you give more if you could get some of it back?
*
Yes
No
Do you foresee any large sale of assets? (capital gains)
*
Yes
No
Do you have a potential inheritance?
*
Yes
No
Are you concerned about paying too much income tax?
*
Yes
No
Are you concerned about estate taxes?
*
Yes
No
Approximate your annual income
*
Less than $200,000
Less than $400,000
Greater than $400,000
Approximate your current net worth
*
Less than $1 Million
$1 Million - $5 Million
$5 Million - 10 Million
$10 Million+
Is there any other information you would like us to know?
Submit
Should be Empty: