Unitarian Universalists of Clearwater
Legacy Intention Form
Please note: This declaration of intent is revocable and nonbinding.
UUC depends on the generosity of planned gift givers who help secure its future through a bequest, a charitable gift annuity, a life insurance policy, a trust or other financial instrument.
Donors may choose to remain anonymous, and the amount of your legacy gift need not be revealed.
Name #1
Your answer
Birthdate:
MM
/
DD
/
YYYY
Name #2 (if applicable):
Your answer
Birthdate (if applicable):
MM
/
DD
/
YYYY
Street Address:
Your answer
Telephone Number:
Your answer
E-Mail Address:
Your answer
I/We have included the Unitarian Universalists of Clearwater (UUC) in my/our estate plans through my/our (check the appropriate box below):
Will(s)
IRA(s)
Trust
Life Insurance
Security Transfer
Other
My/Our legacy gift is (check the appropriate box below):
Unrestricted (UUC Operating Fund)
Restricted (for the purpose of capital projects and/or building/property maintenance
Endowment Foundation (for in perpetuity gifts)
I wish to remain anonymous (choose one):
Yes
No
I certify that this is my intention (via electronic signature):
Your answer
Today's Date:
MM
/
DD
/
YYYY
Electronic Signature #2 (if this is joint):
Your answer
Today's Date (if applicable):
MM
/
DD
/
YYYY
Submit
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