Planned Giving - Pledge Form

Planned Giving - Pledge Form

Complete this form to record your planned gift details, advisor information, recognition preferences, contact information, and declaration. All information is encrypted to keep secure.
How would you like your gift to be used?
If designated to a Forever Fund, which fund(s) would you like to support?
This gift will benefit – Program/Area
Which program or area will this gift benefit?

Other
If other (please specify)
This gift will be made through – Gift Vehicle
Gift vehicle

Other
If other (please specify)
Financial/Legal Advisor Information (Optional)
Full name

First NameMiddle NameLast Name
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
Recognition Preferences
Recognition Preferences
Publication name or Fund name (if different)
Family story or details to share
Donor Contact Information
Full Name

First NameMiddle NameLast Name
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
Declaration
Name

First NameMiddle NameLast Name
Signature
Date

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