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LEGACY GIFT INTENTION FORM
This form is to help you provide information about your future gift to The New School. By sharing this information, you help to ensure that your gift will be used as you intended. This document will be kept confidential.
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Email
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Your email
Donor(s) Full Name(s):
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Your answer
Donor(s) Email Address(es):
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Your answer
Donor(s) Phone Number(s):
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Your answer
Donor 1: Date of Birth (MM/DD/YYYY)
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Your answer
Donor 2: Date of Birth (MM/DD/YYYY)
Your answer
TYPE OF GIFT: I/We have included The New School in my/our estate plans through one or more of the following planned gifts:
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Bequest in will or revocable trust
Bequest for a percentage of my/our estate
Retirement plan beneficiary designation
Insurance policy beneficiary designation
Other
ESTIMATED VALUE: Please indicate the estimated value of your planned gift by will, revocable trust, or beneficiary designation in dollars.
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Your answer
PERCENTAGE OF ESTATE: If your gift is a percentage, please indicate the percentage (%) and its current estimated value in dollars.
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Your answer
PURPOSE OF THE GIFT: Many donors feel most confident that their gift intention will be honored when they provide The New School with a copy of the section of the will that pertains to their gift. We welcome documentation of your gift in this way. If you prefer not to provide a copy of the bequest language, please indicate below the purpose of your gift:
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Your answer
DONOR RECOGNITION: List name(s) on donor honor roll as:
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Your answer
DONOR RECOGNITION: Please check if you prefer to be anonymous
I/We prefer to be anonymous
CONTACT: Please choose one of the following options
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Please contact me directly for a copy of my estate plans.
Please accept this intention form as confirmation of my commitment to make this gift.
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