CHARITABLE ESTATE PLANNING FACT FINDER
Please send completed Fact Finder to advisors@gfcwow.com
The information provided on this Fact Finder will be utilized to determine the proper charitable estate planning tools to help achieve your objectives. The information will be used to create a case design and put into illustration format. The illustration will be best used to educate and to help in determining what tools best meet your objectives. As well, the illustration can be utilized for presentation to your complete planning team. The planning team might consist of your CPA, attorney, insurance agent and financial advisor. An outside attorney may be required, as they will need to review the case design and help to implement the necessary tools. Please complete all the questions. Be assured that all information is kept confidential.
Client Information
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Client Name (optional) Age and/or Date of Birth
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Spouse Name (optional) Age and /or Date of Birth
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Approximate Net Worth Approximate Income (AGI)
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Describe the assets that comprise the estate and determine which would most likely be utilized in a charitable estate planning tool |
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Asset Type |
Current Value |
Cost Basis |
Debt |
Yield%/Growth% |
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Describe your charitable involvement and/or objectives.
(Include time, talent, energy and money)
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Client Objectives
Please rank your objectives (1 - 9) on the following list of financial and estate planning objectives. Please list additional objectives in the space provided. Detailed information is critical to the design process!
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Increase Current Income |
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Diversify Assets |
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Increase Charitable Gifts |
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Increase Future Income |
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Increase Benefits to Heirs |
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Create Family Legacy |
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Avoid Capital Gain Tax |
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Reduce/Avoid Estate Tax |
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Protect Assets |
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Has any information been provided to you, written or verbal, on the following: (CIRCLE)
*Charitable Remainder Trusts *Gift Annuities *Types of Foundations
*Charitable Lead Trusts *Pooled Income Funds *Gifts of Life Insurance
Projected future rate of returns and assumptions: (Assets Within CRT)
Projected long term total return ______%
Family members involved in and/or receiving benefit from your estate plan.
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Name Age and/or Date of Birth
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Name Age and/or Date of Birth
Wealth Replacement To Heirs (Insurance Information) (if applicable)
Survivorship ________________ Individual__________ (specify insured)____________________________
Death Benefit ________________ Annual Premium _______________ Number of Premiums____________
Additional Details:
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