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Run: Planned Giving Bequest or Beneficiary Intent Form

A Planned Giving Bequest or Beneficiary Intent Form captures a donor’s nonbinding gift intention for a bequest, beneficiary designation, or life-income gift,...

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Form Notice and Consent

I understand this is a nonbinding declaration of intent and does not transfer any assets. (required)

Yes No N/A

I consent to being contacted about legacy society recognition and follow-up confirmation. (required)

Yes No N/A

May we contact you about this planned gift intention? (required)

Donor Information

Full Name (required)

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 (required)

Brief Description of Your Intent (required)

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 (required)

Bequest Description (required)

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 (required)

Intended Beneficiary Share

Beneficiary Intent Description (required)

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 (required)

Life-Income Gift Description (required)

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. (required)

Yes No N/A

Signature

Submission Date

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Email (required)

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