LEGACY GIFT INTENTION FORM

LEGACY GIFT INTENTION FORM

Let us know about your planned legacy gift to OGCMA. Your information helps us plan responsibly and express our gratitude.
Donor Information
Name(s)

PrefixFirst NameMiddle NameLast NameSuffix
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
My/Our Gift Intention
I/we have included OGCMA in my/our Will or Revocable/Living Trust.
I/we have established an income-producing gift plan for the benefit of OGCMA (charitable gift annuity, charitable remainder trust, charitable lead trust, or other).
I/we have made other estate provisions naming OGCMA as beneficiary (retirement plan or IRA, life insurance policy, bank/brokerage transfer-on-death or payable-on-death account, or other).
Gift Details
Type of future gift
Specific dollar amount
Percentage of estate or account
Approximate current value of the gift
Area of Interest

Other
Other area of interest
Specific purpose or restriction
Donor Signature
Spouse/Partner Signature
Date

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