Planned Gift Notification Form

PLANNED GIFT NOTIFICATION FORM

Please complete the following form to let the Community Foundation of Marquette County know of your plans to include a gift to our organization in your will or estate plan.
Contact Information
Name*

First NameMiddle NameLast NameSuffix
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Spouse/Partner Information
Spouse/Partner Name

PrefixFirst NameMiddle NameLast NameSuffix
Spouse/Partner Date of Birth

MonthDayYear
Date
Spouse/Partner Phone Number
Please enter a valid phone number.
Spouse/Partner Email
example@example.com
Type of Gift
The Community Foundation of Marquette County is listed as a beneficiary in my/our...

Will/TrustRetirement PlanLife Insurance PolicyPayable on Death AccountCharitable Remainder TrustCharitable Gift AnnuityOther
Purpose of Gift
My/Our gift is...

Unrestricted, to be used for the area of greatest community need.Designated for a specific interest area, nonprofit, or fund.Not yet determined. Please contact me to discuss further.
The interest area, nonprofit, or fund I/we have specified is...
Amount of Gift
The estimated value of my/our gift will be $ blanks or blank % of the estate/retirement plan/life insurance policy.
Recognition of Gift
Please select one of the following.

You may include my/our name(s) in donor recognition materials.I/We wish to remain anonymous and do not wish to be recognized publicly at this time.
In materials, I/We wish to be referred to as...
Signature

Clear
Should be Empty:

PLANNED GIFT NOTIFICATION FORM

Contact Information

Spouse/Partner Information

Type of Gift

Purpose of Gift

Amount of Gift

Recognition of Gift