RenPSG Tools Suitability Quiz Education Center Ask A Question Gift Calculator Illustration Request SUITABILITY QUIZ Need assistance determining which charitable gift will deliver the results and impact your donor wants? Take our Suitability Quiz to be pointed in the right direction. This analysis will help determine how we can help you. Suitability Quiz 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 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 years40-50 years50-60 years60-70 years70-80 years80+ 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% Name* First Last Email* Phone*PhoneThis field is for validation purposes and should be left unchanged. This iframe contains the logic required to handle Ajax powered Gravity Forms.