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Wealth Transfer in the Millennium
It's Your Money! What Will You Do With It?
We want to know how you are thinking of sharing your personal wealth. By completing the following "snapshot" survey you will help us understand what's happening with real people who care enough to give. The information you provide is confidential and will not be linked to you in anyway. If you are interested in learning what this survey revealed, return to CharityAmerica Philanthropy Interactive for the results and check out the next philanthropy survey.
You've been working hard, the economy is strong, and you've been a little bit lucky. In fact, maybe you think you'll be a millionaire in the next millennium. You are trying to decide how you might share your wealth. Tell us about it.
1. How do you EXPECT your financial legacy (assets: life savings, home, pension, etc.) to be distributed after you and your spouse or partner have died? Please indicate the percentages of your wealth that will go to the following:
2. Having stated what you expect the distribution of your financial legacy (assets: life savings, home, pension, etc.) to be, now tell us how you would LIKE it to be distributed. Please indicate the percentages of your wealth that you would like to go to the following:
3. What do you expect your yearly household INCOME to be in five years? (Include your expected income and the expected income of household members you presume will be living with you in five years).
4. What do you expect your household NET WORTH (total assets: life savings, home, pensions, etc.) will be in five years? (Include expected assets of all members of your household that you presume will be living with you at that time).
5. What do you expect your total household wealth to be at the end of your life?
6. Recently there has been discussion in the media and among politicians about the estate tax. Tell us what you think. Do you favor estate tax reduction for all groups?
Yes
No
I don't know
7. Do you favor estate tax reduction for certain groups?
Yes
No
I don't know
8. Do you favor a complete repeal of the estate tax?
Yes
No
I don't know
9. Do you think the estate tax should remain unchanged?
Yes
No
I don't know
10. Do you think the estate tax should be increased?
Yes
No
I don't know
11. Do you have additional comments about wealth transfer or the estate tax that you would like to share?
12. Demographic Information
What year were you born?
13. What is your marital status?
Married or living with partner
Divorced
Separated
Widowed
Single, never married
14. What is your gender?
Male
Female
15. What is your employment status?
Employed full-time
Employed part-time
Unemployed, searching for work
Student, not working
Student, working part-time
Retired, not working
Diabled, not working
Homemaker, not in labor force
16. What is the employment status of your spouse or partner (if any) living with you?
Employed full-time
Employed part-time
Unemployed, searching for work
Student, not working
Student, working part-time
Disabled, not working
Homemaker, not in labor force
17. What is your current household income? (Household income would be your annual income plus the yearly income of all people living with you). Please provide your best estimate.
18. If you prefer, please indicate your current household income by selecting one of the following categories.
Thank you for taking the Wealth Transfer Survey. Results will be posted on CharityAmerica Philanthropy Interactive at www.charityamerica.com/pi.cfm.
Please note: These questions are for research purposes only. The information you provide is confidential and will not be linked to you in any way. For more information concerning our privacy policy, select Privacy Statement at www.charityamerica.com.
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