Saint Anselm Legacy Society

Saint Anselm Legacy Society

Thank you for your incredible generosity and for including Saint Anselm College in your future plans. You are shaping the future of education and leaving a lasting legacy for generations of students. We are deeply grateful for your commitment and vision. To ensure your legacy gift reflects your intentions, we kindly ask you to provide the information below. Your thoughtful contribution will make a meaningful impact, and we are honored to be part of your legacy.
Member Biographical Information (*Required )
Member Name:*

First NameLast Name
Class Year:
Date of Birth:
Saint Anselm College Alumnus/aCurrent ParentParent of AlumniGrandparentOther
Spouse/Partner:

First NameLast Name
Spouse/Partner Class Year:
Spouse/Partner Date of Birth:
Saint Anselm College Contact Information (*Required )
Address:*

Street Address 1

Street Address 2

City/TownState / Province

Postal / Zip CodeCountry
Primary Phone Number:*

Area CodePhone Number
Email Address:*

Confirmation Emailname@example.com
Planned Gift Intentions (*Required )
WillTrustBrokerage/Mutual FundLiving TrustLife Insurance PolicyRetirement Plan (IRA, 401(K), 403(b))Donor-Advised FundCharitable TrustCharitable Gift Annuity/Pooled Income FundSurviving Spouse/Partner's Will, TrustOther
CashReal EstatePersonal Propery (e.g. Art)Other
Primary BeneficiaryContingent Beneficiary (This depends on another Beneficiary passing away.)
Fixed dollar amountResidual AmountSpecified Percentage
My estimate of the gift amount as of today's value is: (A range is fine.)
Irrevocable (cannot be changed)RevocableRevocable, but I would like to know more about making it irrevocable. Please contact me.
I would like this gift to benefit Saint Anselm College as described: (e.g. Saint Anselm College Fund or endowment (cannot be spent), unrestricted to the college, restricted as stated etc.). Please note that the language of your Will or Trust ultimately governs the uses of your gift.*
Please note: If in future years circumstances have changed so significantly that it is no longer practical to use my gift in this manner, the trustees of Saint Anselm College may use the gift for other purposes that most closely fit my intent.
YesUse anonymous
Relevant page(s) from my Will or TrustBeneficiary Designation FormLetter from my attorney or financial plannerOther helpful information (e.g. name, address, and telephone number of trustee or executor/IRA company)
Yes
This is not a binding legal document, and your information will be kept confidential.

If you have any questions, please contact:
The Office of Planned Giving at 603-641-7222 or PlannedGiving@anselm.edu
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