Planned Gift Statement of Intent

Planned Gift Statement of Intent
As an indication of my/our desire to provide a legacy of support to Wil-Mar Neighborhood Center, I/we hereby inform Wil-Mar that I/we have made a provision for a gift in my/our estate plan. I/We understand that this commitment is revocable and can be modified by me/us at any time.
Full Legal Names
Address
City
State
Zip
Email
example@example.com
Phone
Donor Recognition:

Yes, you may recognize me/us in donor lists and at events.I/We prefer to remain anonymous during our lifetimes, but you may recognize me/us after my/our gift matures.I/We prefer to remain anonymous.
Please list my/our name as follows:
Signature of donor

Clear
Date

MonthDayYear
Date
Signature of donor

Clear
Date

MonthDayYear
Date
ORGANIZATION

Wil-Mar Neighborhood Center

504 S. Brearly St.

Madison, WI 53704

Phone: (608) 257-4576 Email: wil-mar@wil-mar.org

Wil-Mar is a 501(c3) nonprofit organization. Federal Tax ID: 39-1796793
WIL-MAR
Planned Gift Statement of Intent
Description of Gift

Bequest through Will or Revocable TrustCharitable TrustIRA/Retirement Plan BeneficiaryLife Insurance BeneficiaryBank/Brokerage/Other Financial AccountReal EstateOther
Please Describe Real Estate here:
My Future Gift

Is a percentage of my/our estate____%Is a specific amount $_____Confidential in its ValueAppoints Wil-Mar Neighborhood Center as a First BeneficiaryAppoints Wil-Mar Neighborhood as a Second Beneficiary
Percentage here (if applicable)
Add amount here ( if applicable)
With the understanding that values are subject to change, at this time I/We estimate the value of my/our gift to be approximately $_________ in today's dollars :
By Stating an amount, the donor is not legally bound by this statement and the donor may choose to add, subtract, or revoke this gift at any time. Decision making is as the sole discretion of the donor
Purpose of the Gift
Purpose of Future Gift

This gift is to be unrestricted and may be used where the need is greatest at Wil-MarI/We wish to specify that this gift be used to support the following project(s) or purpose(s).
Specify Project/Purpose here:
Should be Empty:

Planned Gift Statement of Intent

WIL-MAR

Planned Gift Statement of Intent

Purpose of the Gift