Find Your Fit Questionnaire

Find the right charitable gift to deliver the results and impact you have in mind.

Take our Find Your Fit questionnaire to determine which charitable gift is best for your donor’s objectives.

Client Life Changes*
- Desire to sell highly appreciated asset
- Unsolicited tender offer or buyout of corporate stock
- Desire to sell a business or other asset within the next 12 months
- Getting ready to retire
- Concern/desire to get estate affairs in order
- Need to set aside more dollars for retirement
- Desire to keep a business or other asset in the family
- Anticipating a negative market change
- Need current tax benefits
- Business or asset already under contract for sale
- No clear timing issue

Client Age*
- 30-40 years
- 40-50 years
- 50-60 years
- 60-70 years
- 70-80 years
- 80+ years

Net Income*
- $2M +
- $600k – 1,999,999
- $300k – 599,999
- $0 – 299,999

Contribution Amount*
- Less than $200,000
- $200,000 to $1,000,000
- $1,000,000 +

Client Motivation*
- Need for an income stream
- Charitable Income Tax Deduction
- Gift or Estate Tax Deduction
- Transfer assets to heirs

Assets*
- Publicly traded stocks, bond or mutual funds
- Real estate-free and clear
- Closely-held stock (C-corp)
- Restricted stock or 144 stock
- Incentive stock options (not giftable until exercised)
- Real estate – mortgaged 0% to 30%
- Real estate – mortgaged 30% to 60%
- Business owned assets
- Closely-held stock (S-corp)
- Existing annuities
- Tangible personal property
- Real estate-mortgaged 60% to 100%

Thank you for completing the Find Your Fit Questionnaire. Your answers will allow our team to identify the best charitable gift options. Please provide your contact information so we can share what we learn and answer any further questions you might have.
Name*
First Last
Email*
Phone*
Email
This field is for validation purposes and should be left unchanged.

Still exploring your options?

If you’d like to continue to explore charitable giving options before you contact us, visit our Education Center. You will find information about giving vehicles, helpful calculators, important FAQs, and more.

Visit the Ren Education Center

8910 Purdue Road, Suite 500
Indianapolis, IN 46268
(317) 743-7918

Customers

Financial Institutions
Charitable Organizations
Individuals

Resources

Understanding Gift Types
Tools and Calculators
Facts & Information
Blog

Work With Us

Careers
Contact Us

Facebook-square Twitter Linkedin