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Donor Legacy Society Enrollment Form - Free Nonprofit Template | ZenBuild | ZenBuild

Templates→Nonprofit→Donor Legacy Society Enrollment Form

Donor Legacy Society Enrollment Form

Enroll in the organization's legacy giving society by documenting a planned gift intention such as a bequest or trust.

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Donor Legacy Society Enrollment Form

Enroll in the organization's legacy giving society by documenting a planned gift intention such as a bequest or trust.

Full Legal Name*

Email Address*

Phone Number

Mailing Address*

Type of Planned Gift*

Has the gift been legally established?*

Yes – already documentedNo – intent only at this time

Estimated Gift Amount or Percentage (if known)

May we publicly acknowledge you as a legacy society member?*

YesNo – I prefer anonymity

Name of Attorney or Financial Advisor (if applicable)

Any Special Instructions or Wishes

Template Details

CategoryNonprofit

Fields10

Uses0

Views3

legacy givingplanned givingbequestdonor society