Confidential Letter of Intent

CONFIDENTAL LETTER OF INTENT
As an expression of my/our desire to support the ministry of the church for generations to come, I/we commit to include The Episcopal Church of the Good Shepherd in my/our estate plans.
Your Name(s)
To do so, I/we have made (or will make) a provision for a gift through:

Other (please explain)
Name of Trust/IRA Custodian/Institution:
If realized today, the value of this gift would be approximately $
Is there a representative we could contact about this gift after your death (executor, attorney, financial advisor, etc.)? Please include their Name, Email, Phone.
Gift Designation
Please apply this gift in the following manner (select one):
Recognition & Confidentiality
Please share about this gift in the following manner (select one):
In Memory of / In Honor of
Is this gift in memory or in honor of a loved one? If yes, how should the dedication be listed?
This letter of intent is not a legally binding obligation. It is an expression of intent which I/we may change. If I/we do so, I/we commit to notify Good Shepherd of my/our updated plans. I/we also understand that circumstances may change for Good Shepherd. If, in the judgment of the Vestry, it becomes impossible, impractical, or inadvisable to use this gift as designated, the Vestry shall have the authority to modify the use of the gift in a manner consistent with the spirit of the original intent.
Your Information & Signature
Your Name

First NameLast Name
Your Date of Birth

MonthDayYear
Date
Your Email
example@example.com
Your Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Your Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Your Signature
Spouse's Information (if applicable)
Spouse Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Email
example@example.com
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Optional Information
Anything else you'd like to share?
All gifts are eligible for a tax deduction to the extent allowed by law.

For additional information, please contact Lise Harding, Director of Ministry Operations, LHarding@gsaustin.org or call 512.476.3523.

In legal documents, please refer to the church as:
“The Episcopal Church of the Good Shepherd, Austin, Texas”
located at 3201 Windsor Rd, Austin, TX 78703 with Tax ID 74-1238449.

Please consider keeping a printout of this completed form with your estate documents.
Should be Empty:

CONFIDENTAL LETTER OF INTENT

***Gift* *Designation***

Recognition & Confidentiality

In Memory of / In Honor of

Your Information & Signature

Spouse's Information (if applicable)

Optional Information

CONFIDENTAL LETTER OF INTENT

Gift Designation

Recognition & Confidentiality

In Memory of / In Honor of

Your Information & Signature

Spouse's Information (if applicable)

Optional Information

***Gift* *Designation***