KSPS | Planned Giving

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Estate Intention Form

This is a confidential record.

Thank you for including the Friends of KSPS in your estate plans. By submitting this form, you are not only helping us plan for the future, you are giving us the opportunity to thank you personally and find out how you would like the gift recognized. Telling your story will inspire others. Please fill out the following information that applies to your future gift.

I look forward to talking with you about this gift intention. I understand that listing this gift may be an incentive for others to give and I am willing to be publicly acknowledged.

I understand you would like to contact me and I would be happy to discuss this with you but I prefer not to be listed or acknowledged publicly.

My Will/Trust was signed on:

My Will/Trust provides that % shall be bequeathed to Friends of KSPS through my estate. As of today's date, I estimate that the value of this provision in my estate plan would be approximately $ .

My Will/Trust provides that $ shall be bequeathed to Friends of KSPS through my estate.

My Will/Trust provides that certain items of real or personal property shall be bequeathed to Friends of KSPS through my estate. The items are as follows:

As of today's date, I estimate these items to be worth approximately $ .

My Will/Trust indicates that the bequest through my estate is unrestricted.
My Will/Trust directs Friends of KSPS to use my bequest through my estate for a specific purpose.

The specific purpose is as follows:

I understand that I am not making a legal, or binding, commitment upon my estate by submitting this Estate Intention Form. Further, Friends of KSPS should understand that the size of my future gift might be significantly different from the amount estimated. If for any reason in the future Friends of KSPS is no longer included in my estate plan, I will notify them so that their records can be updated.

Donor:
Phone Number:
Date:

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Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for KSPS and is owned by Future Focus. Please report any problems to section webmaster.