1. 1. How have you accumulated your assets? The acquisition of your personal assets may influence
your decisions about its distribution. (Please circle all that apply)
a) Personal investment
b) Gifts
c) Unexpected good fortune
d) Assistance
e) Building a personal or family business
f) Other (please indicate here) _____________________________
2. To which of the following do you feel an obligation regarding the distribution of your wealth? (rank
in order all these that are important) 1 = most important
____ Spouse
____ Children
____ Business
____ Ancestors
____ Friends
____ Society
____ Community
____ Other Relatives
____ Parents
____ Mentors
____ Education
3. Rank the values in the order they are most important to you. 1 = most important
____ Honesty
____ Frugality
____ Spirituality
____ Responsibility for actions
____ Fellowship
____ Recognition
____ Respect for others
____ Generosity

2. 4. Rank the set of associations in the order they are most important to you. (1 = important)
____ Family
____ Social standing
____ Personal Achievement
____ Education
____ Volunteering
____ Career
____ Personal Initiative
5. What is your primary motivation for planning your estate?
a) To increase inheritance for heirs
b) To reduce tax
c) To make charitable contributions
6. If there was no such thing as tax, and you could allocate your estate at death anyway you wanted
among the following choices, what would your ideal allocation look like?
____ % Heirs
____ % Federal government
____ % Charity
7. If your estate were to be settled today which most accurately reflects how you believe your assets
should be distributed among the three beneficiaries of wealth – heirs, tax, charitable
organization?
a) 100% Heirs 0% Government Taxation 0% to Charity
b) 88% Heirs 12% Government Taxation 0% to Charity
c) 80% Heirs 0% Government Taxation 20% to Charity
d) % Heirs % Government Taxation % to Charity
8. Which Statement most accurately reflects your values regarding estate planning?
a) I feel no particular responsibility to conserve assets for heirs
b) I do feel a responsibility to conserve assets for heirs and to plan my estate in a manner
that will maximize heir inheritance.
9. According to Warren Buffett, “parents should leave children enough money so that they would
feel they could do anything, but not so much that they could do nothing.” Which statement most
accurately reflects your views on inheritance?
a) Parents should leave their children the maximum possible inheritance
b) I agree with Warren Buffet

3. c) Parent should leave their children the minimum amount
d) Parents should not leave their children an inheritance.
10. Which statement most closely reflects your thoughts regarding the transfer of charitable gifts
through your estate plan?
a) “Charity begins at home.” I have no intention of providing for charitable organizations
through my estate plan.
b) I would rather direct money to charity than pay taxes.
c) As long as my financial independence or intended family legacy is not compromised, I
would consider charitable gifts as part of my estate plans.
d) I would like to include charitable gifts in the distribution of my estate in some form;
however, I am not interested in making those transfers today.
e) To the extent possible, I plan to include charitable gifts in the distribution of my estate.
f) Philanthropy is the focal point of my estate plan.
Comments
11. What do you think about transferring assets to charitable organizations during your lifetime,
when you can see an immediate impact from your gifts?
a) I prefer to make major charitable gifts as soon as possible, so that I can see my assets
work during my lifetime.
b) I prefer to make some gift today; however, I would like to explore ways to use tools such
as charitable trusts to achieve other financial objectives as well as philanthropic
objectives.
c) I prefer to give relatively small amounts today and wait to contribute my assets at my
death.
d) I do not intend to make charitable contributions.
12. As a family, you may have a history of charitable giving and volunteerism. Which statement
most closely reflects your philanthropic history? Check all of the following statements with which
you agree.
a) I believe my efforts have made a difference.
b) When I give to charity, I usually do so with a specific objective in mind.
c) I prefer to make anonymous contributions or those where no direct contact with the
charity is required.

4. d) I enjoy being recognized for my philanthropy.
e) I prefer to make my charitable contributions through my estate plan, so that I do not give
up control of my assets during my lifetime.
13. Please indicate your preference(s) regarding recognition for philanthropic contributions.
(circle all that apply)
Thank you letter Private meeting
with CEO and/or top leadership
Personal phone call News release
Formal group reception or meal event “Name” opportunity
Published listing Plaque or other permanent display
None Other
14. If you were given $1,000,000 and were required to give it to charity this year, what cause(s) or
organization(s) would you support?
Name of Charitable Recipient(s) or Type of Cause Dollar amount or Percent
a) ___________ $ %
b) ___________ $ %
c) ___________ $ %
d) ___________ $ %