Survey - Planned Giving Confidential Response Form

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Planned Giving Confidential Response Form

YES! I would like more information about a gift that generates income for me or another beneficiary, or about creating a legacy for The Trustees through a bequest intention or designation of retirement assets.

Question - Required - Please provide information on how I can: Join the Semper Virens Society
Remember The Trustees in my will
Make The Trustees a beneficiary of Retirement Assets

Question - Required - Please provide information on how I can donate a gift that pays income to me or a loved one: Charitable Gift Annuity (min. $10,000)
Deferred Gift Annuity (min. $10,000)
Charitable Remainder Trust (min. $100,000)
Charitable Remainder Annuity Trust (min. $100,000)
The Trustees' Income Fund (min. $10,000)
The Trustees' Balanced Fund (min. $10,000)
Donate a home or property and retain lifetime use

Please enter your contact information:


*	First Name: Required
*	Last Name: Required
*	Email: Required
*	Street 1: Required
*	City: Required
*	State / Province: Required
*	ZIP / Postal Code: Required
	Phone Number:
	Date of Birth:	Date of Birth:
	Remember me. What's this?

Question - Required - Proposed Gift Amount:

(Maximum response 255 chars, approx. 5 rows of text)

Question - Required - Preferred Method of Contact:

Question - Not Required - Other Comments:

Spam Control Text: Please leave this field empty

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