A Gift to [CompanyName]
A practical way to make a planned gift to [CompanyName] is to include [CompanyNickname] in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include [CompanyNickname] in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, [CompanyNickname] will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to [CompanyNickname] will remain completely confidential unless you authorize [CompanyNickname] to publicize your gift. [CompanyNickname] understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
I have made revocable gift commitments for [CompanyName] as follows (check all that apply):
Bequest Approximate value: $_______________
Life Insurance Policy Approximate value: $_______________
IRA or other retirement plan Approximate value: $_______________
Other asset Approximate value: $_______________
Recognition (Select one.):
I/we accept membership into the [LegacySocietyName] (recognition society for donors who have included [CompanyName] in their estate plan). Please publish my/our name(s) among your lists of [LegacySocietyName] members.
Please clearly print the text as it should appear: _____________________________________________
Please do not list my/our name(s) publicly.
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Signature
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Date
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Name (please print)
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Signature
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Date
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Name (please print)
Contact information—representative of my estate:
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Name
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Telephone
________________________________________________
Role
________________________________________________
Email
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, [CompanyNickname] will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.