Bequest Intention

Thank you for including ��Ƶ in your estate plans and for your part in contributing to the College’s future financial strength and continued academic excellence.

��Ƶ recognizes that this gift is subject to change depending on personal and economic circumstances. This form is not intended to be a legally binding pledge, and all information provided will remain confidential.

Your Bequest Gift Information

* Name(s)

* Contact information
Please provide an email address and/or phone number so we can reach you.

Phone

* I/We have provided a gift for ��Ƶ as set forth in my/our

Will or Trust

Life insurance policy

Retirement plan or beneficiary designation

Charitable gift annuity

Charitable remainder trust

Donor advised fund

Other asset(s) please describe

Legacy gift not yet established but would like more information

The current estimated value of my/our gift is $, or
The gift is stated as a percentage of the asset indicated above %

Your Gift Purpose

It is my/our intention that the college use this future gift

to support the college’s greatest need and priority (unrestricted).

for a restricted purpose for the purpose of .
(Please contact the gift planning team to discuss the gift purpose.)

Recognition of Your Generosity

Select one.

It is my/our intention that the college use this future gift

I/we would like to be publicly recognized as member(s) of the Eliot Society with the following name(s):

1. Recognized by Eliot Society with the name 1

2. Recognized by Eliot Society with the name 2

I/we prefer to remain anonymous as member(s) of the Eliot Society.

Additional Documentation

Attach a copy of the relevant provisions of your will, trust, or other documentation. All provided documentation will be handled securely and access limited as per the ��Ƶ Data Privacy Policy.
Maximum file size is 10mb; .pdf, .doc, .docx, .png, or .jpg only.

Document

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