2022 Allied Professionals/Advisors Survey - Fred Hutchinson Cancer Center

In thinking about your practice, which of the following do you discuss most often with clients? Please select all that apply:

Please indicate:

Which of the following types of gifts does your practice tend to promote? Select all that apply.

Bequests and Beneficiary Designations

Charitable Gift Annuities

Donor-Advised Funds

Charitable IRA Rollovers

Charitable Remainder Trusts

Charitable Remainder Unitrusts

Charitable Remainder Annuity Trusts

Stock Transfers

Are you aware of Fred Hutch’s Allied Professionals Network, a membership based group of estate, tax, and financial planning professionals who share Fred Hutch’s commitment to the elimination of cancer and related diseases?

Yes

No

Would you be interested in becoming a member of Fred Hutchinson Allied Professionals?

Yes

No

I would like more information. Please contact me.

We like to send valued advisors like you occasional emails with updates including newsletters, event invitations, and information that may be helpful to you in your practice. Would you like to receive these updates? (You can opt out at any time.)

Yes, I want to receive occasional emails with updates.

Not at this time.

Do you currently have clients interested in supporting cancer research during their lifetime or at death?

Yes

No

Would you like information about Fred Hutchinson’s mission to provide to these clients?

Yes

No

Would you consider suggesting Fred Hutch as a recipient of charitable planning?

Yes

No

We appreciate you letting us know and invite you to share with us why you would not suggest Fred Hutch as a recipient of charitable planning. Your feedback is helpful to our team.

When thinking about your own life and values, how important is Fred Hutch’s mission to eliminate cancer and related diseases as causes of human suffering and death.

Of utmost importance

Very important

Somewhat important

Not very important

Not important at all

Is there anything you would like to tell us about your practice and how we may be able to better assist you and your clients?

Many times, advisors who have a personal desire to further cancer research have decided to include Fred Hutch in their own will or trust. Have you considered making such a gift?

I have already left a legacy gift to Fred Hutch in my will or trust or by beneficiary designation.

I am interested in making a legacy gift to Fred Hutch in my will or trust or by beneficiary designation.

I am interested in making a gift during my lifetime.

Not now, but in the future I would definitely be interested in making this type of gift.

Not now, but in the future I might possibly be interested in making this type of gift.

I am not interested in this type of gift.

Please tell us about your gift (check all that apply):

I planned this gift in honor or memory of a loved one.

I would like this gift to go to a specific program or area of research.

Fred Hutch may use this gift where needed most.

Q6B - if selected "I planned this gift in honor of or in memory of someone"

Please provide their name and your relationship with them:

Q6B - if selected "I would like this gift to go to a specific program or area of research"

Please provide the intended program or area of research:

Please check the box below if you would like to update your contact information.

I’d like to update my contact information.

First Name(Required)

Last Name(Required)

Preferred Address

Preferred Address Line 2

City

State/Province

Zip

Country

Company Name

Cell Phone Number

Business Phone Number

Personal Email(Required)

Business Email

Email

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We value your feedback.

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