Legacy Planning Survey

We invite you to complete this brief survey to help us understand your charitable interests. This will better equip us to provide information to you and carry out your charitable plans as you intend. The information you share will be handled with the utmost confidentiality.

If you have any questions, feel free to contact me at 952-855-5181 or Matthew.Crawford@cassialife.org.

Matt Crawford
VP of Philanthropy

Question Title

* 1. You have helped foster fullness of life by supporting many different parts of our mission. Which are most important to you?

Greatest Need (overall mission support)

Spiritual Life/Chaplaincy

Activities

Bridge Program

Staff Scholarships

Other (please specify)

Question Title

* 2. Would you be interested in learning more about the following? (Check all that interest you)

Gifts in a will or trust

Gifts that provide income

Gifts of real estate

Gifts from retirement plans

Gifts of life insurance

Estate & gift planning seminars

Question Title

* 3. Many people like to include a gift to charity in their will or estate plans to support causes that have been important in their life. Would you consider including a gift for your Cassia community in your plans?

I have already included a gift in my plans.

Yes, I would strongly consider it.

I might consider it.

No, I would not consider it.

Question Title

* 4. Please enter your contact information.

Name

Address

Address 2

City/Town

State/Province

ZIP/Postal Code

Email Address

Phone Number