Estate Intention Form

***This is a confidential record***

Thank you for joining the community of people who want MPT to span generations.

 

This form is provided to help you convey your intent to MPT, so that we can thank you and include you in our Heritage Society. We attempt to value your future gift for long-term institutional planning purposes. Thank you for providing the following information, which applies to your future gift of a bequest through your Will or Trust. Please print this form and fax or mail it to:

(410) 581-0326 FAX
P.O. Box 332
11767 Owings Mills Blvd..
Owings Mills, MD 21117-0332

Acknowledgement

I am willing to be publicly acknowledged and understand that listing this gift may be an incentive for others to give.

I am happy to discuss this with you, but I prefer not to be listed or acknowledged publicly.

Provisions

My Will/Trust was signed on the date of _______________________ and provides that:

________% shall be bequeathed to MPT Foundation, Inc., through my estate. As of today's date, I estimate that the value of this provision in my estate plan would be approximately $ ___________; or

$___________ shall be bequeathed to MPT Foundation, Inc., through my estate; or

My Will/Trust provides that certain items of real or personal property shall be bequeathed to MPT Foundation, Inc., through my estate. The items are as follows: As of today's date, I estimate these items to be worth approximately $ ________________.

Gift Use

My Will/Trust indicates that the bequest through my estate is unrestricted; or

My Will/Trust directs Maryland Public Television 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, Maryland Public Television should understand that the size of my future gift might be significantly different from the amount estimated above for the purposes of valuation. If for any reason in the future MPT Foundation, Inc. is no longer included in my estate plan, I will notify you so that you can update your records and remove me from the Heritage Society.

Signed:________________________________________________________
Print Name: ________________________________________________________
Date:______________________ Phone:   _______________________


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 Maryland Public Television by Future Focus under an exclusive licensing arrangement with MajorGiving.com, LLC. Please report any problems to webmaster. Revised: April 3, 2008 14:02.