Legacy Society Letter of Intent

Temple Emanuel Legacy Society Letter of Intent
I/We are pleased to inform Temple Emanuel of my/our wish to provide a legacy of support for future generations.

I/We understand this confidential letter of intent is not a legally binding contract, but allows Temple Emanuel to plan responsibly and properly thank generous donors who provide for Temple Emanuel in their estate plans.
Please share the details of your planned gift to Temple Emanuel*

Last Will and Testament (e.g. Residuary or Percentage of Estate, Specific Dollar Amount, Specific Property)Trust (e.g. Living Trust, Charitable Remainder Trust, Charitable Lead Trust)Retirement Plan Beneficiary Designation (e.g. IRA, 401(k), 403(b))Life Insurance Policy Beneficiary DesignationDonor Advised FundOther
I/We wish to share the value of the gift at this time.

YesNo
If yes, the current estimated value of my/our gift is $ ________________ as of (date) _________.
I/We will inform you if the intent towards Temple Emanuel changes or if the value of the gift significantly increases or decreases.

YesNo
I/We will provide you with documentation of my/our written plans for Temple records.

YesNo
Donor Recognition Information

**This is not a legally binding contract, but merely an expression of the donor's current intent.
Donor Name(s)

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number

Area CodePhone Number
Email
example@example.com
Date

MonthDayYear
Date
From time to time, we may list donors who have generously provided for Temple Emanuel in their estate plans. By so doing, others are encouraged to consider making gifts to support Temple Emanuel.
May we have your permission to publicly list your name as a legacy donor?

YesNo
Your name(s) as you wish to be listed:
If you have any questions or concerns, please contact Laura Denhardt (ldenhardt@tegreensboro.org at (336) 292-7899 x305 (office) (336) 508-8660 (mobile)

Temple Emanuel 1129 Jefferson Road, Greensboro NC 27410
Thank you for your thoughtfulness and generosity. This is not a legally binding contract, but merely an expression of the donor's current intent.
Please verify that you are human*
Should be Empty:

Temple Emanuel Legacy Society Letter of Intent

Donor Recognition Information

From time to time, we may list donors who have generously provided for Temple Emanuel in their estate plans. By so doing, others are encouraged to consider making gifts to support Temple Emanuel.

If you have any questions or concerns, please contact Laura Denhardt (ldenhardt@tegreensboro.org at (336) 292-7899 x305 (office) (336) 508-8660 (mobile)

Thank you for your thoughtfulness and generosity. This is not a legally binding contract, but merely an expression of the donor's current intent.