Legacy Gift Notification Form - Pi Beta Phi Foundation

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Legacy Gift Notification Form
1. MY LEGACY GIFT
I confirm that I have provided the following bequest gift for Pi Beta Phi Foundation effective
___________ (date of trust/gift agreement/beneficiary form). This commitment is made in
support of Pi Beta Phi Foundation’s values of integrity, philanthropic passion, fraternal and
community commitment, and trustworthy stewardship.
Gift Detail:
I am making the following gift(s) through my estate plan:
Specific Cash Bequest:
❑ Cash gift of $__________.
❑ Percentage of estate gift, estimated current fair market value of $__________.
❑ Residual interest in estate gift, estimated current fair market value of $__________.
Specific Asset(s):
❑ Life Insurance policy gift, estimated current fair market value of $__________.
❑ IRA account gift, estimated current fair market value of $__________.
❑ Payable on Death gift (bank account, CD), estimated current fair market value of $__________.
❑ Other Asset gift:_________________________________ (describe asset), estimated
current fair market value of $__________.
❑ Charitable Trust gift: ____% of the charitable remainder trust, estimated current fair market
value of $__________.
I understand I have the option of satisfying this gift intention in part or in full by making payments
or other irrevocable gifts during my lifetime. I will clearly designate such payments as satisfying this
gift intention in order to distinguish them from other gifts I may make during my lifetime.
If unforeseen circumstances require any change in this bequest commitment, I agree to notify
Pi Beta Phi Foundation of such a change and its effective date.
I understand there are minimum gift levels for establishing named and/or permanently endowed
funds; unless otherwise indicated by separate agreement, my gift will be restricted to the purpose I
have indicated under Gift Designation (next page) and may be expended or added to an affiliated
endowment at the discretion of the Board of Trustees.
Notes:
Please see reverse to complete this form.

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