Confidential Intention Form Text + Text - Planned Giving Home Giving Options What You Can Give Resources Contact Us Mobile Menu Home Giving Options What You Can Give Resources Contact Us Information submitted through this webform is not legally binding. Personal Information Name: First Name: Last Name: Spouse Name: Spouse First Name: Spouse Last Name: Address: Address: City/Town: State/Province: - None -AlabamaAlaskaAmerican SamoaArizonaArkansasArmed Forces (Canada, Europe, Africa, or Middle East)Armed Forces AmericasArmed Forces PacificCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFederated States of MicronesiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarshall IslandsMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPalauPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsinWyoming ZIP/Postal Code: Phone: Email: Date of Birth: Your Gift Intention Please provide the following information and attach a copy of the documentation or appropriate language from your will or trust, if available. Please complete all that apply. File Upload One file only.32 MB limit.Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods. I/We want to support the mission of Masonic Medical Research Laboratory through a planned gift as described below: I/We have included a bequest for MMRI in my/our will or living trust. I/We have named MMRI as a beneficiary of an asset: Retirement Plan Bank, Investment, or Other Financial Account Life Insurance Policy Other: Enter other… I/We have named MMRI as a revocable beneficiary of a charitable remainder trust. I/We have named MMRI as a irrevocable beneficiary of a charitable remainder trust. Approximate anticipated value of gift: Please provide a general description of the gift provision (such as, asset to be donated if other than cash or securities, how gift is to be used, whether gift is to create an endowment, etc.): Yes, you may include me/us in listings of planned gift donors. Please indicate how you would like your name(s) to appear in our [legacy_society] listings. (Please note the amount of your intended gift will not be published): No, please do not include me/us in listings. Signature: Sign above
Information submitted through this webform is not legally binding. Personal Information Name: First Name: Last Name: Spouse Name: Spouse First Name: Spouse Last Name: Address: Address: City/Town: State/Province: - None -AlabamaAlaskaAmerican SamoaArizonaArkansasArmed Forces (Canada, Europe, Africa, or Middle East)Armed Forces AmericasArmed Forces PacificCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFederated States of MicronesiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarshall IslandsMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPalauPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsinWyoming ZIP/Postal Code: Phone: Email: Date of Birth: Your Gift Intention Please provide the following information and attach a copy of the documentation or appropriate language from your will or trust, if available. Please complete all that apply. File Upload One file only.32 MB limit.Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods. I/We want to support the mission of Masonic Medical Research Laboratory through a planned gift as described below: I/We have included a bequest for MMRI in my/our will or living trust. I/We have named MMRI as a beneficiary of an asset: Retirement Plan Bank, Investment, or Other Financial Account Life Insurance Policy Other: Enter other… I/We have named MMRI as a revocable beneficiary of a charitable remainder trust. I/We have named MMRI as a irrevocable beneficiary of a charitable remainder trust. Approximate anticipated value of gift: Please provide a general description of the gift provision (such as, asset to be donated if other than cash or securities, how gift is to be used, whether gift is to create an endowment, etc.): Yes, you may include me/us in listings of planned gift donors. Please indicate how you would like your name(s) to appear in our [legacy_society] listings. (Please note the amount of your intended gift will not be published): No, please do not include me/us in listings. Signature: Sign above
