Planned Giving

Thank you for your generous commitment to Mortar Board. Your legacy gift helps ensure that the values of scholarship, leadership, and service continue to thrive for generations to come. Your lasting support empowers future student leaders, sustains national programming, and strengthens our mission to recognize and elevate excellence on campuses across the country.

Please complete this form to share your gift intentions. Doing so will help ensure your philanthropic wishes are carried out as you intend. This information is confidential and not legally binding, and we understand you may modify it later.

If you have already made plans to benefit Mortar Board with a deferred gift, please let us know by completing the form below. It would be our pleasure to thank you and formally welcome you into the Passing the Torch Legacy Society.

Personal Information

Name(s)*

First NameMiddle NameLast Name

Name(s)

First NameMiddle NameLast Name

Maiden Name (if applicable)

Chapter of Initiation and Year

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number*

Area CodePhone Number

Email

example@example.com

Date of Birth

Date

Recognition Information

Would you like to be recognized for this gift?

Remain anonmyous for this giftList as a Passing the Torch Legacy Society member(s).

Name(s) as you would like it to appear

Provision for a Legacy Gift

Thank you for making a planned gift to the Mortar Board National Foundation in your estate plans. While we welcome gifts directed to specific areas, undesignated support ensures we can respond to the organization’s greatest needs and opportunities as they arise.

This gift is intended to support:

Mortar Board’s mission and greatest needs (preferred)A specific program area

If a specific program area, please specify

Tell Us About Your Gift (Optional)

If you wish, please share more details about your gift. You can share information about the type of gift (i.e., will, insurance policy, retirement plan/IRA, etc.) and/or estimated value as of today. Sharing your intentions allows us to express our appreciation and better plan for the future but is completely optional.

Please tell us about your gift

Is there anything else you'd like us to know?

Thank you for your generous commitment to Mortar Board. Your decision to include us in your plans is both humbling and inspiring. Please know that by completing this form you are not obligated to complete your planned gift to Mortar Board. However, if you do change your mind about the provisions in your estate planning, we would appreciate receiving notification.

Your Signature

Today's Date

If you have any additional questions, please direct them to Executive Director Kirsten Fox: kfox@mortarboard.org or 614-488-4094.