Glendale Memorial Health Foundation Donor Survey

This brief 3 minute survey is being presented by the Glendale Memorial Health Foundation in order to better understand our donor's desires to learn more about planned gifts and our Lousie Lewis Legacy Society (which recognizes donors who make estate related gifts).

Please feel free to contact us at (818) 502-2375 if you have a question or concern.

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* 1. Please respond how strongly you agree with the following statement. Leaving a legacy gift is important to me.

Strongly agree

Agree

Neither agree nor disagree

Disagree

Strongly disagree

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* 2. Do you have an established Will or Trust?

Yes

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* 3. Have you included a bequest to Glendale Memorial Hospital in your Will or Trust?

Yes

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* 4. Would you like to receive information on how to add a bequest to Glendale Memorial Hospital in your Will or Trust?

Yes

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* 5. How familiar are you with various planned giving opportunities?

Extremely familiar

Very familiar

Somewhat familiar

Not so familiar

Not at all familiar

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* 6. Did you know that there are giving opportunities that provide you income for life in exchange for a charitable donation?

Yes

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* 7. Did you know that payout rates for those 60 and older are from 4% to 8.6% depending on your age?

Yes

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* 8. Would you like to receive more information about potential opportunities that provide income for life and payout rates for those 60 and older?

Yes

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* 9. Did you know you can support Glendale Memorial Hospital by directing a portion of your mandatory IRA distribution to the hospital?

Yes

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* 10. Would you like to receive information on how to direct a portion of your mandatory IRA distributions to Glendale Memorial Hospital?

Yes

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* 11. Did you know you can donate property to Glendale Memorial Hospital?

Yes

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* 12. Did you know you can donate your residence to Glendale Memorial Hospital, but remain living in it until your passing, while enjoying a tax deduction today?

Yes

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* 13. Would you like to receive more information about donating property to Glendale Memorial Hospital?

Yes

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* 14. Would you like to receive information on how to name a room or building at Glendale Memorial Hospital in exchange for any of the estate-related giving options mentioned above?

Yes

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* 15. Please fill out your contact information below to receive more information from Glendale Memorial Health Foundation about estate-related giving options.

Name

Address

City

State

ZIP

Phone

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* 16. What is your Age?

18-24

25-34

35-44

45-54

55-64

65-70

71+

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* 17. For future Zoom or in person educational sessions, please check the topics that sound of interest (check all that apply):

Estate tax planning - How to transfer as much of your assets with as little taxation as possible.

Charitable Gift Annuities – The easiest way to make a gift that will provide you (and your loved one) income for life

Making a gift of real estate/ property

IRA Charitable Rollover – Making a gift from your mandatory IRA distribution

Charitable Remainder and Charitable Lead Trusts – More complex estate gifts that provide income and/or tax benefits

All of the above