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Home
Giving Back
Gift Planning
Confidential Intention Form
Dear Donor: We realize that many people who plan to support Carroll University through their estate and/or financial plans prefer to keep their intentions private
.
However, by letting us know of your plans, we can thank you during your life, and confirm that we are able to fulfill your stated intentions. Please know that completing this form is non-binding - we understand that you may change your plans at any time. Please also know that all information you share with us is kept strictly confidential. - Office of Gift Planning
For a printer-friendly version of this form, click here
Name:
Date of Birth:
Spouse Name:
Spouse Date of Birth:
Phone Number:
(
)
-
Second three digits
Last four digits
Email:
New Intention:
(I/We have not previously shared any information with Carroll University about this intention.)
Updated Intention:
( I/We have previously provided Carroll University with gift intention information. Using this form, I/We are providing updated information. This form replaces all previous shared documentation.)
I/We have established a gift to benefit Carroll University in the future by means of:
Will or Trust
Beneficiary-Life Insurance Policy
Beneficiary-Retirement Plan
Bank, Investment, or other other Financial Account
Other
The anticipated value of my/our Gift is/will be approximately:
I/We wish to designate our Gift to be used for the following purpose(s):
Unrestricted (Carroll Fund)
Restricted (Please explain below)
Please contact me/us to discuss designation for my/our intended gift.
If Restricted Please Explain:
Please provide a general description of the gift provision (Examples include: asset to be donated or description of intended use):
Recognition:
Yes
No, please do not include me/us in listings
Please indicate how you would like your name(s) to appear in the John Adams Savage Legacy Society. (Please note the amount of your intended gift will not be published)
Signature(s):
Date:
Calendar
Today