City of Hope Planned Giving • 2023 October Survey

Contact: 800-232-3314 | plannedgiving@coh.org

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City of Hope 2023 Opinion Survey

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1. I support City of Hope because:
2. Out of all my charitable giving, City of Hope receives:
- Less than 25%
- About 25%
- About 50%
- About 75%
- Almost all
- All

3. My experience with cancer is: (Please check all that apply.)
- I have/had cancer.
- A friend or family member has/had cancer.
- I received treatment at City of Hope.
- A friend or family member received treatment at City of Hope.
- I want to help others with cancer.
- I want to help find a cure for cancer.
- Other
Would you share what type of cancer you have/had?
Would you share what type of cancer your friend or family member has/had?
Please specify:

4. My experience with diabetes is: (Please check all that apply.)
- I have diabetes.
- A friend or family member has diabetes.
- I want to help others with diabetes.
- I want to help find a cure for diabetes.
- Other
Please specify:

5. I’d like to learn more about: (Please check all that apply.)
- Patient-focused care
- Forward-focused research
- Hope-inspired learning: academics and training
- Special opportunities to honor the memory of a loved one
- Ways to help City of Hope’s mission through volunteering
- Other
Please specify:
6. I would like more information about City of Hope’s gift planning services:
- Yes
- No

About You
7. My favorite activities and interests are:
I was born in:
I am:
- Single
- Married
- Widowed
- Other
Please specify:
My spouse/partner’s name is:
My spouse/partner was born in:
I have:
- children
- grandchildren
Please share how many children:
Please share how many grandchildren:
The highest level of school I completed is:
- High school diploma
- Some college
- Bachelor’s degree
- Graduate degree
- Doctorate
- Other
Please describe:
My primary occupation is/was:
I am retired.
- Yes
- No
I have owned a business.
- Yes
- No
The following are relevant to me: (Please check all that apply.)
- I am concerned about outliving my income.
- I’d like to learn more about giving to City of Hope through a donor advised fund.
- I need help finding a qualified professional advisor, such as an attorney, CPA or financial planner, to assist me.
- I have assets that may require special handling.
These are my assets that may require special handling: (Please check all that apply.)
- IRA
- Stocks/mutual funds
- Real estate
- Royalties
- U.S. savings bonds
- Business ownership
I am interested in the following benefits: (Please check all that apply.)
- Increasing my income
- Decreasing my income taxes
- Decreasing estate taxes
- Increasing size of estate passing to heirs
- Eliminating capital gains taxes

Only three more questions
I have a will or trust.
- Yes
- No
My will or trust was last updated:
- 0-2 years ago
- 2-5 years ago
- 5+ years ago
If asked the likelihood of including a gift to City of Hope in my will or estate plan, I would say:
- I already have
- I intend to
- It’s very likely
- I will consider it
- It’s not very likely
- Probably not
I have already included City of Hope in my:
- Will
- Living or revocable trust
- Charitable trust
- Life insurance policy
- Donor advised fund
- Retirement plan
- Other
Please specify:

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Note: Your privacy is important to us. We use this data to make sure we send you only the complimentary information you request. This helps us make more efficient use of your donation dollars and lessens our impact on the environment.

The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.

CONNECT WITH US

800-232-3314

City of Hope is located at 1500 E. Duarte Road, Duarte, CA 91010.
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City of Hope is a 501(c)(3) tax-exempt organization (EIN: 95-3435919), and your donation is tax-deductible within the guidelines of U.S. law.

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About You

Only three more questions

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