Survey - Request for Planned Giving Options - Web - Bon Secours Mercy Health Foundation

Field Is Required Please provide me with more information about: Please make up to 6 selections from the choices below.

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Field Is Required Asset type

If cash selected as asset type, please enter the amount of cash (min. $10,000)

If stocks/appreciated securities selected as asset type, please enter the value of stocks/securities (min. $10,000)

If stocks/appreciated securities selected as asset type, please provide cost basis ($)

Field Is Required Beneficiaries

Field Is Required Current age of first beneficiary

Current age of second beneficiary, if applicable

Field Is Required Estimated gift date