Dignity Health Foundation - Inland Empire Donor Survey

This brief 3 minute survey is being presented by the Dignity Health Foundation - Inland Empire in order to better understand our donor's desires to learn more about planned gifts and our Legatus de Cor Society (which recognizes donors who make estate related gifts).

Please feel free to contact us at (909) 881-4516 if you have a question or concern.

Question Title

* 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

Question Title

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

Yes

Question Title

* 3. Have you included a bequest to Community Hospital San Bernardino (CHSB) or St. Bernardine Medical Center (SBMC) in your Will or Trust?

Yes

Question Title

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

Yes

Question Title

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

Extremely familiar

Very familiar

Somewhat familiar

Not so familiar

Not at all familiar

Question Title

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

Yes

Question Title

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

Yes

Question Title

* 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

Question Title

* 9. Did you know you can support CHSB or SBMC by directing a portion of your mandatory IRA distribution to the hospital?

Yes

Question Title

* 10. Would you like to receive information on how to direct a portion of your mandatory IRA distributions to CHSB or SBMC?

Yes

Question Title

* 11. Did you know you can donate property/ real estate to CHSB or SBMC?

Yes

Question Title

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

Yes

Question Title

* 13. Would you like to receive more information about donating property to CHSB or SBMC?

Yes

Question Title

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

Yes

Question Title

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

Name

Address

City

State

ZIP

Phone

Question Title

* 16. What is your Age?

18-24

25-34

35-44

45-54

55-64

65-70

71+

Question Title

* 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