Letter of Intent for a Planned Gift for AIM Center, Inc.
I/We hereby inform you that a planned gift to AIM Center, Inc. is included in my/our estate plans. I/We understand that this commitment is non-binding and that I/we retain the right to change or revoke this gift at any time.
Your Name
*
First Name
Last Name
Your Birthday
*
-
Month
-
Day
Year
Date
Name of Partner or Spouse
First Name
Last Name
Birthday of Partner or Spouse
-
Month
-
Day
Year
Date
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Is it okay for us to text you?
*
Yes
No
Fax Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
I/we have provided this gift through:
*
Please Select
Will
Trust
IRA/Retirement Plan
Charitable Remainder Trust
Life Insurance
Other (please write in below)
Other:
Use of funds:
*
Please Select
Unrestricted
Restricted
I/We wish to inform AIM Center, Inc. for long-term planning purposes, that as of this date, the value of my/our gift is listed below. [Note: If your gift is a percentage of your estate, please indicate the approximate present value of that percentage. This information will remain confidential.] I/We understand that, by stating an amount, my/ our estate is not legally bound by this statement and I/we can alter or revoke this gift at any time. *We understand that the value of your gift may change depending on circumstances.
The estimated value of my/our gift:
*
Example: $25,000.00
Please do not publish my/our name(s). We prefer to keep this commitment private:
*
Yes, please keep this private.
No, you may publish my/our name(s).
Signature
*
Today's Date
*
-
Month
-
Day
Year
Date
Submit
Submit
Should be Empty: