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Legacy Circle Declaration of Intent 2026
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- Click ‘Get Form’ to open the Legacy Circle Declaration of Intent in the editor.
- Begin by filling out your personal information, including your name, address, city, state, zip code, telephone number, and email. This ensures that the organization can contact you regarding your generous intentions.
- In the section titled 'Description', indicate how you plan to contribute. You can select from options such as a bequest in your will or trust, charitable gift annuity, retirement plan assets/IRA, life insurance assets, or specify another asset type.
- Next, provide an estimated amount of your gift. You may enter either a dollar amount or a percentage for each option you selected.
- Decide where you would like your gift directed—whether to the Annual Operating Fund, Endowment Fund, or where it’s needed most—and specify the corresponding amounts or percentages.
- Review the acknowledgment section and choose how you would like to be recognized as a member of the Legacy Circle. If you prefer anonymity, indicate that preference here.
- Complete any additional information required about executors or trustees if applicable and provide their contact details.
- Once all fields are filled out accurately, review your entries for completeness before signing and dating the form at the bottom.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2017 | 4.8 Satisfied (67 Votes) |
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Once you complete your estate plans, we encourage you to fill out our Declaration of Intent, which allows us to recognize you for your generosity and welcome
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