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Estate Intention Form
This is a confidential
record. In order that we may include you in our planned giving society and properly thank you and acknowledge
your gift, please fill out the following information which applies to your future
gift of a bequest through your Will or Trust.
If you would
prefer to fax or mail this information to us, please use the print function.
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 The Foundation of Monongalia General Hospital, Inc. 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 The Foundation of Monongalia General Hospital, Inc. through my estate.
My Will/Trust provides that certain items of real or personal property
shall be bequeathed to The Foundation of Monongalia General Hospital, Inc. through my estate. The items are as
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 the Foundation of Mon General Hospital to use my bequest through my estate
for a specific purpose.
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, the Foundation of Mon General Hospital
should understand that the size of my future gift might be significantly
different from the amount estimated above. If for any reason in the future
The Foundation of Monongalia General Hospital, 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 planned giving
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