Legacy Gift Notification Form - Pi Beta Phi Foundation printable pdf download

Legacy Gift Notification Form - Pi Beta Phi Foundation

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.

Legacy Gift Notification Form - Pi Beta Phi Foundation