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Planned Gift Intention Form

Thank you for considering a future gift to the United Way of Cass-Clay. Knowing your planned gift intentions enables us to strategically plan bold investments and address our neighbors' profound challenges for generations to come.

Please note: This form is a statement of your charitable intentions and is not a legally binding agreement. You retain complete control over your assets and may modify or revoke your gift at any time.

YOUR INFORMATION
I plan to retire within:
 
 
 
 
Select radion button Yes or No.
Please provide the following information for your spouse or partner:
I plan to retire within:
 
 
 
 
YOUR LANDMARK PLANNED GIFT INTENTION
Please tell us about the type of planned gift you intend to make:
Select all that apply
 
 
 
Approximate value of your indended gift:
 
 
 
 
 
 
 
 
DATE GIFT WAS / WILL BE ESTABLISHED
RECOGNITION PREFERENCE
 
 
 
ADDITIONAL INFORMATION / COMMENTS (OPTIONAL)
Please note: This form is not a legally binding agreement. Consult an estate planning professional to learn the best way to create an estate plan and leave a transformational Landmark gift.
Items marked with an asterisk(*) are required

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