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UW NEXT Planned Giving Inquiry Form
Thank you for your interest in United Way NEXT's Planned Giving resources! Please fill out the survey below and a
United Way NEXT Planned Giving Trusted Advisor will be in contact with you
. If you have any questions, please email
katelyn.guest@uww.unitedway.org
.
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* Indicates required question
What additional assistance are you looking for with regard to planned giving?
*
Connect with a trusted advisor to ask questions.
Ongoing one-on-one coaching with an advisor
Starting or restarting a planned giving program
Encouraging donors to endow their gifts i.e. Tocqueville Legacy Circle
Conducting an endowment campaign
Technical aspects of planned giving
How much does your local United Way expect to fundraise this year?
*
Less than $250,000
$250,000-500,000
$500,001-$999,999
$1,000,000-$2,000,000
$2,000,000-$5,000,000
Greater than $5,000,000
N/A: I'm an alum or retired
How long have you worked on Planned Giving?
*
Less than 1 year
1 - 2 years
2 - 5 years
5 - 10 years
More than 10 years
Not sure
Have you participated in UWW planned giving training in the past?
*
Yes
No
I would like to but wasn't aware this was offered. Please provide more information.
Other:
Name
*
Your answer
Email
*
Your answer
Which local United Way are you a part of? If you are an alum or retired, please write, "N/A."
*
Your answer
What is your job title? If you are retired, please write, "N/A."
*
Your answer
Comments and/or questions?
Your answer
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