Planned Giving Information Sheet
For those interested in including the Church in their estate plan
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birthday
-
Month
-
Day
Year
Date
If you have already included First U in your estate plan, are there any details you want to share? (If you have not, would you like the Church’s help?)
Is your family aware of your legacy giving intentions?
Yes
No
Key Family Members
Rows
NAME
RELATION TO YOU
PHONE
EMAIL
1.
2.
3.
4.
Should the Church know of any other contacts related to your planned gift? (accountant, attorney, financial planner, trustee, etc.)
Yes
No
If yes, please list their name, role, and contact info:
So that others might follow your example, may we list your name as a future legacy donor?
Yes
No
Would you like more information about various planned giving strategies?
Yes
No
Submit
Should be Empty: