Kappa Alpha Psi Foundation Planned Giving Bequest Notification Form

CONFIDENTIAL BEQUEST NOTIFICATION FORM
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In order to support the Kappa Alpha Psi Foundation, Inc., my estate plan provides for the Kappa Foundation as follows:(please select all that apply and please attach a copy of the relevant provision from your will or trust)
______ There is a bequest in my/our will or trust to benefit the Kappa Foundation. It includes:

______ a specific dollar amount of $_________________

______ a percentage of my estate of _______________%

______ the residue of my estate

______ The Kappa Foundation is a/the beneficiary of my IRA or other retirement plan.

______ The Kappa Foundation is the beneficiary of:

______ a Charitable Remainder Trust

______ Other

This gift is to be used for:

______ Unrestricted (use where needed most)

______ A specific program or scholarship named here:

_______________________________________________________________

______ I am uncertain at this time; please contact me to discuss where I may direct my gift.

______ I would like others to be encouraged by my/our example and I hereby give permission for my/our name(s) to be published.

______ I would be interested in sharing my story with the Kappa Alpha Psi Fraternity.

______ I would like to remain anonymous and prefer that my name not be published.
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CONFIDENTIAL BEQUEST NOTIFICATION FORM