Planned Gift Intention Form

Planned Gift Intention Form
Thank you for considering a gift to Life Unlimited as part of your legacy planning. Please take a moment to tell us a little about your gift so that we can best honor your intentions and plan for the future.

This form is in no way binding and you are welcome to provide as much or as little information as you are comfortable with.

Thanks again for choosing a legacy that helps people with disabilities experience life with unlimited opportunities!
1. Your Information
Name

First NameMiddle NameLast Name
Spouse/Partner (if applicable):

First NameMiddle NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Strictly for internal purposes to contact you if there are any questions.Format: (000) 000-0000.
Email
example@example.com
Preferred Contact Method
Date of Birth (optional)

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
2. Gift Information

Tell us about your gift
I have included Life Unlimited in my estate plans through (check all that apply):

Other
Nature of Gift

Other
Estimated Future Value (Optional)
Your Story and Intent
What inspired you to include Life Unlimited in your plans?
What does Life Unlimited mean to you or your family?
What impact do you hope your gift will make?
Recognition Preferences
Please indicate one of the following:
Please recognize my/our name(s) as:
example: John and Jane Robinson or The Robinson Family
This declaration of intent is not a legal obligation and may be amended by me at any time. It is provided to help Life Unlimited plan for the future and appropriately recognize my gift.
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

Planned Gift Intention Form

1. Your Information

2. Gift Information

Your Story and Intent

Recognition Preferences