How to Give
A practical way to make a planned gift to The Fletcher School is to include Fletcher in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include Fletcher in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Fletcher will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to Fletcher will remain completely confidential unless you authorize Fletcher to publicize your gift. Fletcher understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
I have made revocable gift commitments for The Fletcher School as follows (check all that apply):
Bequest Approximate value: $_______________
Life Insurance Policy Approximate value: $_______________
IRA or other retirement plan Approximate value: $_______________
Other asset Approximate value: $_______________
Recognition (Select one.):
I/we accept membership into the our legacy society (recognition society for donors who have included The Fletcher School in their estate plan). Please publish my/our name(s) among your lists of our legacy society members.
Please clearly print the text as it should appear: _____________________________________________
Please do not list my/our name(s) publicly.
________________________________________________
Signature
________________________________________________
Date
________________________________________________
Name (please print)
________________________________________________
Signature
________________________________________________
Date
________________________________________________
Name (please print)
Contact information—representative of my estate:
________________________________________________
Name
________________________________________________
Telephone
________________________________________________
Role
________________________________________________
Email
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, Fletcher will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.
© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.