Legacy Gift Form - First Parish In Concord printable pdf download

Legacy Gift Form - First Parish In Concord

First Parish in Concord

LEGACY GIFT FORM

As evidence of my desire to provide a legacy of support to First Parish in Concord, I hereby

inform First Parish in Concord that I have made provisions for a gift to First Parish in my estate

plan. I understand that this commitment can be modified by me at any time.

Name: _____________________________________________________________________

Street Address: ______________________________________________________________

City: _______________________

State _____

Zip____________

Phone: __________________________

Email: _________________________________

Phone: __________________________

Email: _________________________________

I have made provisions to leave a gift to First Parish in Concord in my:

____ Will

____ Revocable Trust

____ Life Insurance Policy

____ Retirement Plan Assets

____ Charitable Gift Annuity (Not revocable)



Other: ____________________________________________

Is this an unrestricted gift to be placed in the First Parish Legacy Investment Fund?

____ Yes

____ No

If ‘No’, please explain any restrictions on the gift:

__________________________________________________________________________

If possible, please share with us additional information about your gift.

As of this date ________________, the value of my gift is: __________________

Last Updated 2/7/2017

Legacy Gift Form - First Parish In Concord