Notification of Inclusion in Estate Planning

Notification of Estate Plans

in support of Simply Smiles, Inc
I am pleased to inform you that I have included financial support of Simply Smiles, Inc in my estate plans.
Name*

First NameLast Name
(Optional) The estimated value of my legacy gift to Simply Smiles:
(Optional) My gift will be a dollar figure or percentage of my estate:

Dollar figurePercentageOther
I would like my legacy gift to be used as follows:

Unrestricted - Please use my gift where needed most
Restricted - Please apply my gift to the following purpose(s):

Support of Simply Smiles Children's VillagesEducating the children in the care of Simply SmilesOther (details below)

Restricted vs. Unrestricted Gifts
Unrestricted gifts are encouraged as they provide the greatest flexibility for the organization by applying funds where needed most.

However, donors may choose to restrict their gifts for a particular purpose/project/program. In this case, ideally the donor will have discussions with Simply Smiles in advance of fulfilling their pledge to ensure that the restrictions are consistent with the mission of the organization, can be accommodated from a programmatic and administrative perspective, and can be honored both in spirit and in actual application long-term. Thank you.

Additional information about my legacy gift:
Please provide any additional information regarding your estate plans, e.g. fulfillment timing, restriction requests, dedications, etc.
(Optional) Attached is a copy of the relevant portion of my will or trust instrument demonstrating my legacy gift to Simply Smiles, Inc. I understand that such instruments will be kept strictly confidential unless I specifically consent otherwise.

Cancelof
Recognition of my legacy gift to Simply Smiles*

You have my permission to publicly list me/us as a legacy gift contributor to Simply SmilesI/we wish to remain anonymous
Please list me/us as follows:
Your name(s) may appear in Simply Smiles materials and communications in order to recognize your legacy gift.
Email*
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date*

MonthDayYear
Date
Signature*

Clear
Should be Empty:

Notification of Estate Plans