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Get the free Legacy Giving Survey with Jim Pattison Children's Hospital ...

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BEQUEST INTENTION FORM We are honored that you have chosen Jim Patti son Children's Hospital Foundation (JP CHF) to help you leave your legacy. Though the information you provide on this form is optional
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Begin by providing your personal information such as name, contact details, and any relevant identification numbers.
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Who needs legacy giving survey with?

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The legacy giving survey is required by individuals or organizations that are interested in understanding the preferences, intentions, or plans of a person regarding their estate or financial contributions after their lifetime.
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This survey is commonly used by charities, non-profit organizations, estate planners, legal advisors, or financial institutions who want to assess potential donors' interest in legacy giving and shape their fundraising or future planning strategies accordingly.
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A legacy giving survey is a tool used to assess the intentions and behaviors related to planned giving or bequests among donors.
Organizations that engage in planned giving programs are typically required to file the legacy giving survey, including nonprofits and charitable organizations.
To fill out the legacy giving survey, organizations need to collect relevant data from their donors and enter it into the survey format, ensuring accuracy and completeness.
The purpose of the legacy giving survey is to gather insights about donor intentions, enhance fundraising strategies, and improve planned giving programs.
The survey typically requires information on donor demographics, giving intentions, and preferences for legacy contributions.
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