Legacy Intent Letter
Your legacy is more than the distribution of your assets to the people and organizations you care about. It is more than what is conveyed in the legal language of your will, living trust, or the percentages in your beneficiary designation forms. Sharing your hope for the future, how you’d like to be remembered, what change you want to see in our community, and planning the continuation of your family’s heritage are a few reasons why it can help to prepare a legacy letter.
Legacy letters are nonbinding documents that are opportunities to present inspiration and guidance to share your vision for the next generation. Please provide us a glimpse or more of what lies behind your philanthropic giving. Thank you!
The sentiments and values which motivated your legacy gift:
Your hope for the future: how will your legacy gift to the Foundation make a difference in our community:
Your charitable priorities or favorite organizations:
Name (First, Last)
Preferred Phone Number
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