Please provide the following information and attach a copy of the documentation or appropriate language from your will or trust, if available. Please complete all that apply.
- I/We want to support the mission of charity_name through a planned gift as described below:
- I/We have included a bequest for charity_nickname in my/our will or living trust.
- I/We have named charity_nickname as a beneficiary of an asset:
- Retirement Plan
- Bank, Investment, or Other Financial Account
- Life Insurance Policy
- I/We have named charity_nickname as a revocable/irrevocable (circle one) beneficiary of a charitable remainder trust.
The anticipated value of my/our gift is/will be approximately $_________or_______% of my/our estate. (If possible, please include a copy of the bequest language or other wording describing your planned gift.)
Please provide a general description of the gift provision (such as, asset to be donated if other than cash or securities, how gift is to be used, whether gift is to create an endowment, etc.):
- Yes, you may include me/us in listings of planned gift donors.
Please indicate how you would like your name(s) to appear in our legacy_society listings. (Please note the amount of your intended gift will not be published):
- No, please do not include me/us in listings.