Printable Estate Intention Form

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This printable form has been provided without headings or navigation links to facilitate printing. You may fill it out on line and then print it. You may then mail or fax it to us at:

(704) 547-8851 FAX

WFAE 90.7 FM
8801 J. M. Keynes Dr.,
Suite 91
Charlotte, NC 98262

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.

I understand you would like to contact me but I prefer to remain anonymous and request no contact or acknowledgment.

My Will/Trust was signed on:

My Will/Trust provides that % shall be bequeathed to WFAE 90.7 FM 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 WFAE 90.7 FM through my estate.

My Will/Trust provides that certain items of real or personal property shall be bequeathed to WFAE 90.7 FM 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 the WFAE 90.7 FM 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, WFAE 90.7 FM should understand that the size of my future gift might be significantly different from the amount estimated above for the purposes of valuation in any campaign. If for any reason in the future WFAE 90.7 FM 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 society.

Donor:
Phone Number:
Date: