Legacy Gift Notification Form

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Legacy Gift Notification Form If you have made provision for [ Church Name ] in your will, trust or other estate planning arrangement, please complete this form. It may either be mailed to the address below, or e-mailed to [ name | title | contact ]. This information is not legally binding and your gift intention can be changed at any time. There is no minimum legacy gift. Any gift that you designate is meaningful to [ church name ] and to the Episcopal Diocese of San Diego. Personal Information Name ______________________________________ Date of Birth (optional) ____________________________ Name of Spouse / Partner (optional) _______________________________________________________________ Address ____________________________________________________________________________________ City, State & Zip _____________________________________________________________________________ Preferred Phone ____________________________ E-Mail ____________________________________________ Type of Gift (optional) I / we have included [ Church Name ] in our: _____ Will or living trust _____ Charitable trust or gift annuity _____ Life insurance (as a beneficiary) _____ IRA /other retirement account (as a beneficiary) _____ Other (please specify) _____ I/we have yet to determine the exact nature of my/our gift in our will or estate plan but intend to do so. _____ I worked with a professional advisor to create my estate plans: Name(s)

Phone

Address

Recognition as a member _____ I/we realize that my/our name(s) may be listed in annual reports and other forms of communication and I/we consent to such publication. Please list my/our name(s) as follows: ____________________________ _____ I / we wish to remain anonymous. Comments / Questions

Return this form to: [ name | title | contact ].