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Bequest Notification Form
I have included a legacy gift in my estate plans to help families thrive for generations to come.
First Name
Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period.
x
Last Name
Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period.
x
Email Address
Country
Please select...
United States
Canada
Phone number
Please enter your area code, followed by your phone number, mobile phone preferred. Please use numbers only, no dashes or other separators.
x
Type of Gift
Please select...
Will
Trust
IRA Rollover
Life Insurance
Charitable Gift Annuity
Other (Please Specify Below)
Other Gift Type (If Applicable)
If you would like to disclose the current value of the gift for our planning purposes, please use the comment section below:
