Planned Giving Bequest or Beneficiary Intent Form

Captures a donor's nonbinding declaration of a bequest, IRA beneficiary, or life-income gift for legacy society recognition without transferring assets.

Form Notice and Consent

• I understand this is a nonbinding declaration of intent and does not transfer any assets.
• I consent to being contacted about legacy society recognition and follow-up confirmation.
• May we contact you about this planned gift intention?

Donor Information

• Full Name
• Preferred Name
• Email Address
• Phone Number
• Mailing Address
  Optional. Use only if you want mailed recognition or follow-up correspondence.

Gift Intent Details

• Type of Planned Gift
• Brief Description of Your Intent
  Describe your intention in general terms only. Do not include legal language, account numbers, or asset values.
• Estimated Gift Value Range
  Optional. Use a range if you wish to share an approximate value for recognition planning.
• Legacy Society or Recognition Name
  Optional. Enter the name you would like used for recognition, if different from your legal name.

Bequest Details

• Bequest Type
• Bequest Description
  Provide a general description of the bequest intention. Do not upload wills or trust documents unless requested by the planned giving officer.

Beneficiary Designation Details

• Account Type
• Intended Beneficiary Share
• Beneficiary Intent Description
  Describe the beneficiary intention in general terms only. Do not include account numbers or provider login details.

Life-Income Gift Details

• Life-Income Gift Type
• Life-Income Gift Description
  Provide a general description of the intended arrangement. Do not include legal documents or financial account details.

Follow-Up and Attestation

• Preferred Follow-Up Method
• Best Time to Contact
  Optional. For example: weekday mornings, after 3 PM, or weekends.
• I confirm that the information I provided is accurate to the best of my knowledge.
• Signature
• Submission Date