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81Questions
  • 1
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  • 2
    XX-XXXXXXX
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  • 3
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  • 4
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  • 5
    Please Select
    • Please Select
    • Healthcare / Hospital
    • Higher Education
    • K-12 Education
    • Social Services
    • Arts & Culture
    • Religious
    • Community Foundation
    • Private Foundation
    • Environmental
    • Other
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  • 6
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  • 7
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  • 8
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  • 9
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  • 10
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  • 11
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  • 12
    From 990 Part I, Line 20
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  • 13
    e.g. June 30th or December 31st
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  • 14
    1 of 7
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  • 15
    When do you expect to need your long-term investments?
    Please Select
    • Please Select
    • 0-3 Years
    • 3-5 Years
    • 5-10 Years
    • 10+ Years
    • Perpetual (Quasi-Endowment)
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  • 16
    When do you expect to need your endowment investments?
    Please Select
    • Please Select
    • 0-3 Years
    • 3-5 Years
    • 5-10 Years
    • 10+ Years
    • Perpetual (Quasi-Endowment)
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  • 17
    1 of 3
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  • 18
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  • 19
    Please Select
    • Please Select
    • Bank or Bank Trust Department
    • Community Foundation
    • Investment Advisory Firm (RIA)
    • Broker-Dealer
    • Insurance Company
    • Self-Managed
    • Other
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  • 20
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  • 21
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  • 22
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  • 23
    Decisions here means the choice of individual investments, i.e. purchasing one stock vs another, NOT changing overall strategy
    Please Select
    • Please Select
    • Discretionary Management (They make investment changes without board approval)
    • Investment Advisory (They recommend changes, board approves)
    • Consulting Only
    • Self-Directed
    • Not Sure
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  • 24
    Check all that apply
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  • 25
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  • 26
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  • 27
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  • 28
    Please Select
    • Please Select
    • Yes, exactly
    • Yes, approximately
    • Somewhat
    • No
    • Not Sure
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  • 29
    If known, please provide. Leave blank if unknown - we'll research
    1 of 7
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  • 30
    Please Select
    • Please Select
    • Within past year
    • 1-2 Years ago
    • 3-5 Years ago
    • More than 5 years ago
    • Never
    • Don't know
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  • 31
    Please Select
    • Please Select
    • Yes
    • No
    • Not Sure
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  • 32
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  • 33
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  • 34
    Feel free to estimate
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  • 35
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  • 36
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  • 37
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  • 38
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  • 39
    e.g. IPS updates, strategy, or provider changes
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  • 40
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  • 41
    Please Select
    • Please Select
    • Very Comfortable
    • Somewhat Comfortable
    • Neutral
    • Somewhat Uncomfortable
    • Very Uncomfortable
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  • 42
    Please Select
    • Please Select
    • Less than 5 minutes
    • 5 - 15 minutes
    • 15 - 30 minutes
    • 30 - 60 minutes
    • More than 1 hour
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  • 43
    Please Select
    • Please Select
    • Expert (multiple investment professionals)
    • Strong (good understanding of concepts)
    • Moderate (basic understanding)
    • Limited (relies heavily on advisors)
    • Minimal (little investment knowledge)
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  • 44
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  • 45
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  • 46
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  • 47
    Please Select
    • Please Select
    • Annually
    • Every 2-3 Years
    • Rarely
    • Never
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  • 48
    Check all that apply
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  • 49
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  • 50
    If known. If unknown, we can research
    1 of 5
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  • 51
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  • 52
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  • 53
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  • 54
    1 of 4
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  • 55
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  • 56
    Please Select
    • Please Select
    • Conservative (preservation focused)
    • Moderate (balanced approach)
    • Aggressive (growth focused)
    • Not formally defined
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  • 57
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  • 58
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  • 59
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  • 60
    Check all that apply
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  • 61
    Please Select
    • Please Select
    • Very Familiar
    • Somewhat Familiar
    • Limited Knowledge
    • Not Familiar
    • Never Heard of It
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  • 62
    Please Select
    • Please Select
    • Yes, Formal Training
    • Yes, Informal Education
    • No
    • Not Sure
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  • 63
    Check all that apply
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  • 64
    Please Select
    • Please Select
    • Yes, formal ESG/SRI policy
    • Yes, informal consideration
    • No, but interested
    • No, not a priority
    • Not Sure
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  • 65
    Please Select
    • Please Select
    • Negative Screening (exclusions)
    • Positive Screening (best in class)
    • Impact Investing
    • Shareholder Advocacy
    • Mission-Related Investments
    • None
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  • 66
    Please Select
    • Please Select
    • Yes, frequently
    • Yes, occasionally
    • No
    • Not Sure
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  • 67
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  • 68
    Rate 1-5, with 5 being the highest priority
    1 of 8
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  • 69
    Please Select
    • Please Select
    • Immediately
    • Next 3 months
    • Next 6 months
    • Next 12 months
    • 1-2 years
    • No Plans
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  • 70
    Select all that apply
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  • 71
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    quoteCreated with Sketch.
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  • 72
    Check all that apply
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  • 73
    Please upload the documents you have available
    Drag and drop files here
    Select files to upload
    Max. file size: 29.3MB
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  • 74
    Optional
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    quoteCreated with Sketch.
    Ok
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  • 75
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    quoteCreated with Sketch.
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  • 76
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    quoteCreated with Sketch.
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  • 77
    Please Select
    • Please Select
    • PDF via email
    • Printed and mailed
    • In-person presentation
    • Virtual presentation
    • PDF first, then presentation
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  • 78
    Check all that apply
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  • 79
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  • 80
    Please Select
    • Please Select
    • Board Presentation of Findings
    • Discussion of Improvement Options
    • Board Education Workshop
    • No Follow-Up Needed
    • Not Sure Yet
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  • 81
    Must select all choices
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