Next Generation Wealth Planning - Consolidated Questionnaire : 89364 - ngwp.org

DISCLAIMER Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory and Insurance services offered through Next Generation Wealth Planning, LLC., a registered investment advisor not affiliated with Osaic Wealth, Inc. Registration does not imply a certain level of skill or training.

This communication is strictly intended for individuals residing in the states of Arizona, California, Connecticut, Delaware, Florida, Georgia, Indiana, Maryland, Maine, New Jersey, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Vermont, and Washington. No offers may be made or accepted from any resident outside the state referenced.

Yale Levey is also separately registered as investment advisor representative under Next Generation wealth Planning, a Registered Investment Advisor. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed (New Jersey and Texas).

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linked to.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Do your organization’s needs match our team’s expertise?
Does your organization have the capacity to implement our suggestions (based on organizational history and infrastructure, strong interest in this process, staff and board support, budget size)?

Once our team has had a chance to review your responses, we will reach out to you to determine best next steps. Initial Discovery Information Requested.
» Organization Name
» Primary Contact Person Name
» Title & Role
» Email
» Phone
» Website
» Mission of the organization
» Address
» City
» State
» Zip
» Organization Fax
» Total Revenues for your last Fiscal Year
» Number of Full-time Staff
» Number of Part-time Staff
» Number of Volunteers
» Number of Board Members


» How did you hear about Next Generation Wealth Planning and our Impact Consulting Team ?
» What’s your organization’s most pressing challenge right now?
Would you like to take advantage of our pro-bono consulting services? (a portion, or all of which may be provided to you free of charge) What area(s) do you feel you need help in? Please choose at least one box below in each section
» For Private Family and Corporate Foundations	Social Impact investing Governance Succession Planning Personal and Leadership cultivation and training Family and Corporate Purpose/Mission/Vision Team building Teenager and young adult development Family and Corporate philanthropy programming Personal coaching Strategic Grantmaking I'm not a Foundation Other

» For 501c3 Charitable Organizations	Grant Proposal Writing and Grant-maker Research Fundraising Strategic Advice Capital Campaigns Major Gift and Training Programs Feasibility Studies Strategic Planning Prospect Research Liaison to Donor's Advisors Fiduciary Board Training Accounting Systems Internal Financial Controls Financial Procedure Manual Planned Giving Marketing I am not a 501c3 Charity Other