• Legion of Loyalty Confidential Membership Form

    Welcome to the Legion of Loyalty Society that recognizes all those who have included Cedar Crest College in their long-term plans through a bequest provision in their will, trust, a life-income gift or other deferred gift.
  • Contact Information

    Filling out the information below permits Heather Ennis, Director of Philanthropy, to contact you with any questions or additional information needed for your membership.
  • Format: (000) 000-0000.
  • For any questions regarding your planned gift, please contact Heather Ennis, Director of Philanthropy, at Heather.Ennis@cedarcrest.edu or 484-229-4563.

  • Bequest Information

    Please fill out all pertinent information related to your planned gift.
  • Birthdate*
     / /
  • Birthdate (of second donor)
     / /
  • Type of Bequest

    Please select the type of bequest that best fits your planned gift and fill out all subsequent information.
  • I/We have included Cedar Crest College in my/our will with
  • I/we have made arrangements for the following (please check any that apply):
  • If you have made any of the above arrangements, please fill out the corresponding information below:

  • Life insurance policy
    Death benefit: $
    Current cash surrender value of $  .
    The College is a beneficiary.

  • Qualified retirement plan
    Foundation interest of %
    Current market value of $      .
    The College is a  beneficiary.

  • Charitable gift annuity
    Annuity rate:%.
    Amount of principal donated: $   .

  • Charitable remainder unitrust or annuity trust
    College interest:%
    Current market value of trust: $

  • Testamentary charitable lead trust
    College interest:%
    Expected payout: $

  • Purpose

  • Please designate my/our gift to the following:*
  • For any questions regarding your planned gift, please contact Heather Ennis, Director of Philanthropy, at Heather.Ennis@cedarcrest.edu or 484-229-4563.

  • Documentation and Authorization

  • Documentation*
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  • Format: (000) 000-0000.
  • Authorization for Use of Name*
  • Signatures

  • Date of Signature*
     / /
  • Date of Signature
     / /
  • For any questions regarding your planned gift, please contact Heather Ennis, Director of Philanthropy, at Heather.Ennis@cedarcrest.edu or 484-229-4563.

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