FAQs MULTIMEDIA LIBRARY NEWS & PRESS FORUMS CONTACT US COMMUNITY RESOURCES CALENDAR
Home About TBF Giving Donor Services Professional Advisors Grant Seekers Understanding Boston There at the Beginning
 
TPI announcement
Support the Japanese Disaster Relief Fund
Credit Cards Accepted

Gift Planning Assessment

Gift Planning Assessment

The following questionnaire is designed to help you identify your personal and financial gift planning goals. The questionnaire can also be used as a starting point for a confidential consultation with the Boston Foundation's Director of Gift Planning. If you wish to set up an appointment, please provide the following information:

Name:
Address:
City:
State:
Zip:
Telephone:
Email:

Questions and Comments:

Questionnaire
1. My main goals in making a planned gift are to:
 

 

  

 

  

Specify: 
  
  
  
  

2. Available assets for planned giving are:

  
  
  

  

Specify: 
3. The timing of my planned gift is:
  

 
  

4. My main questions or concerns about planned giving are:

5. I would like to learn more about the following planned giving vehicles:
  
 
    
 
 
  
  
 

 
 
Boston Indicators Project
"A Great Reckoning" Visit the website and review the latest Indicators Report.
Visit Website
Search tbf.org:
Go
Quick Link:
Other Links of Interest:
Understanding Boston

Why TBF Giving
 
Home | Indicators | About TBF | Giving | Donor Services | Professional Advisors | Grant Seekers | Understanding Boston | There At The Beginning
FAQs | Multi Media Library | News & Press | Forums | Contact Us | Community Resources | Calendar
Policies / Legal | Careers at TBF | Site Map
© 2011 The Boston Foundation
The Boston Foundation | info@tbf.org
75 Arlington Street, 10th Floor, Boston, MA 02116
MAIN TELEPHONE 617-338-1700 | DONOR SERVICES 617-338-2213 | FAX 617-338-1604