Savvy Donor App

1

How often do you enjoy supporting your favorite charity?* This field is required.

Monthly

Quarterly

Annually

2

Are you or your spouse currently over the age of 70.5?* This field is required.

Yes

No

3

Are you or your spouse currently taking Required Minimum Distributions from an IRA, or do you plan to in the coming year?* This field is required.

Yes, I'm currently taking RMDs from my IRA

No, I'm not sure what RMDs are

4

Would you be open to learning simple tax strategies that improve the tax-efficiency of your gifts, while potentially reducing your taxes?* This field is required.

Yes, I would!

Not really.

5

If you do take RMDs, how reliant are you on them to supplement your retirement income? * This field is required.

I definitely need RMDs to supplement my income.

I don't need the RMD income and would avoid the distribution if that was an option.

6

If there was a more tax-efficient alternative to RMDs, would you be willing to send those distributions directly to your favorite charity, and potentially receive a larger tax benefit?* This field is required.

Yes, I would.

No, I'd rather keep things as they are.

7

Based on your responses, you may benefit from sending Qualified Charitable Distributions (QCDs) directly from your IRA to charity, rather than taking RMDs each year. As a next step, we recommend scheduling a 15-minute Discovery Chat with one of your Investment Advisors...

8

You can easily submit your answers and contact information on the next page, and we will follow-up with a calendar invite:

This online survey is not intended as investment advice and is for educational purposes only. Investment advice offered by Integrity Wealth Advisors, a Registered Investment Advisor.

9

What name should we use when reaching out to you?* This field is required.

First Name

Last Name

10

Your preferred phone number:* This field is required.

Please enter a valid phone number.

11

Your preferred email address:* This field is required.

example@example.com

12

Finally, before you hit SUBMIT, would you prefer we reach out by phone or email?

Phone

Email