Legacy Circle Letter of Intent
I (We) have provided a legacy gift to benefit Big Brothers Big Sisters of Colorado (BBBSC). This gift is revocable and I (we) retain the right to modify or cancel this gift at any time.
This gift will benefit:
*
BBBSC
A specific program
A specific purpose/fund
Please let us know the specific program, purpose or fund you want to allocate this gift to:
*Please consider working with us to create a “testamentary gift agreement” to further outline the name and use of your future gift.
This gift is made through the following (check all that apply) :
*
Will or Living Trust
Retirement Plan Assets
Life Insurance Policy
Charitable Remainder Trust
Donor-Advised Fund
Real Estate (i.e. Beneficiary Deed) or Other Non-Cash Assets
Other
The current value of the gift is:
*
*For percentages and remainders of an estate, provide a good faith estimate of the dollar value as of the date this form is signed.
Thank you for joining the BBBSC Legacy Circle
We take pride in celebrating the legacy you hope to one day provide. We recognize the future is unknown and that your plans may one day change. Still, we welcome those who have informed BBBSC of their future gift as members of the Legacy Circle. This designation allows BBBSC to provide ongoing appreciation and recognition for your intended gift and encourages and inspires others to consider BBBSC in their estate plans.
Please check all that apply:
I (We) wish to remain anonymous in publications.
I’d like to share my story to inspire others.
Please list name(s) as:
Signature
*
Printed Name
*
First Name
Last Name
Date Signed:
*
-
Month
-
Day
Year
Date
Date of Birth:
*
-
Month
-
Day
Year
Date
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Questions?
Contact us at 303-800-7266 or email tracyv@biglittlecolorado.org.
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