Bread for the World Planned Giving Interest Form

By filling out this survey, you equip Bread's planned gift officer to offer personalized information on planned giving and its direct impact. The below survey is confidential and only takes a few minutes to fill out.

Thank you for the investment of your time in filling out the survey!

If you are willing, we would love to learn more about your Bread story.

Are you open to considering a gift in your will or other estate gifts that provide long-term financial support to Bread for the World or the Institute?

Yes

Not right now

No

I have already included Bread or the Institute in my estate plans.

Is there a type of estate gift you are most likely to leave?

Pick any that apply.

A gift through my will (Bequest).

A gift that provides me income for life (Annuity, Charitable Remainder Trust, Charitable Lead Trust).

A gift that reduces my income or capital gains taxes (Beneficiary Designation of IRA, Life Insurance, Donor-Advised Fund).

Unsure at this time.

If you are willing, please share your reason why as it guides Bread's work.

Pick any that apply.

My estate plans are set.

I plan to leave the entirety of my estate to my heirs.

I intend to live off my remaining funds.

I prefer to support organizations during my lifetime.

If you are willing, please share your reason why as it helps me understand how to best support your decision process.

Pick any that apply.

I am not familiar enough with estate gifts to answer yes.

I am unclear as to how a planned gift impacts Bread's mission.

Possible changes to my financial situation prevent me from answering yes at this time.

If you are considering a planned gift to Bread, what drives your decision? Please select the primary motivator:

Please select the primary motivators.

Ensuring Bread can sustainably expand its efforts

Reducing income tax and capital gains tax

Growing the endowment to safeguard Bread's financial future

Reducing the tax responsibility for my heirs

Joining the Art Simon Legacy Society and becoming part of a community of like-minded donors

If you are willing, please share the general nature of your planned gift. The details you are able to provide greatly supports Bread's financial planning.

We would be honored to include you in Bread's Art Simon Legacy Society. Please indicate if you would like to join.

Yes

No

I need more information about the legacy society before I decide.

Contact Preferences

Would you like to receive information from Bread's planned giving advisor about various types of estate gifts and their impact?

Yes

No

Please let Bread's planned giving advisor know your preferred way to receive communications.

Pick any that apply.

Phone

Email

Mail

Please share any questions you have about legacy giving or if there is anything you'd like Bread's planned gift advisor to reach out about.

If you would like to be contacted by Bread's planned gift advisor, please ensure that your contact information, if listed below, is accurate. If we do not have your contact information, please provide the information for the ways in which you prefer to be contacted.

First Name

Last Name

Cell Phone

Email Address

Address 1

City

State or Province

Zip or Postal Code