Legacy Giving Form

Thank you for considering a gift in your will to HopeWest. It is a simple and thoughtful way to share in HopeWest’s mission – Together, through creativity, volunteerism, and philanthropy, we are dedicated to profoundly changing the experiences of aging, illness, and grief – one family at a time.

I/we are pleased to inform HopeWest about the following provisions for a legacy gift. This statement is revocable and in no way obligates my estate or heirs.

Name

First NameLast Name

Name for Publications

(including spouse, trust, estate, etc.)

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number

Please enter a valid phone number.

Email

example@example.com

My gift to HopeWest is through (please check all that apply)

My will or living trustA beneficiary designation on my retirement plan, insurance policy, and/or other accountA charitable remainder trustReal EstateA private foundation or donor-advised fundA current gift to support HopeWestOtherHopeWest is a contingent beneficiary

Will or living trust specific amount

Will or living trust percentage of estate

Amount of current gift to support HopeWest

Other

Notes

The estimated value of my legacy gift is

Please attach any further details you are willing to share such as a copy of will or beneficiary designation

I would like this gift to support

Use this where needed mostEndowment 403b (Connie and Fred Strothman Endowment Fund)HopeWest Employee Education FundSpecific HopeWest program(s)

HopeWest program(s) to support*

Additional Wishes

Recognition Preferences

I/We prefer to be listed with other Legacy Society members in HopeWest publications, Legacy Recognition Wall and other potential public forums. Allowing your name to be listed can inspire others to provide for HopeWest with future gifts!I/We prefer to be anonymous in publicationsI/We prefer to be anonymous in legacy wallI/We prefer to be anonymous in mailings

Signature

If you have questions or would like additional information, please contact

Breeana Gumpert
Chief Development Officer
Office: 970-257-2367
Mobile: 970-250-9955
Email: BGumpert@HopeWestCO.org

Terri Jones
Director of Donor Relations
& Major Gifts
Office: 970-255-7254
Mobile: 970-201-1826
Email: TJones@HopeWestCO.org

Legal Name:
HopeWest
3090 N. 12th Street
Grand Junction, CO 81506
(970) 241-2212

HopeWest is a nonprofit organization and is granted Federal tax exemption under
IRS Code Section 501(c)(3).
Federal Tax ID #: 84-1207388 • State CO Tax ID #: 98-10595-000