Unitarian Universalists of Clearwater

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Legacy Intention Form

Please note: This declaration of intent is revocable and nonbinding.

UUC depends on the generosity of planned gift givers who help secure its future through a bequest, a charitable gift annuity, a life insurance policy, a trust or other financial instrument.

Donors may choose to remain anonymous, and the amount of your legacy gift need not be revealed.

Name #1

Birthdate:

YYYY

Name #2 (if applicable):

Birthdate (if applicable):

YYYY

Street Address:

Telephone Number:

E-Mail Address:

I/We have included the Unitarian Universalists of Clearwater (UUC) in my/our estate plans through my/our (check the appropriate box below):

Will(s)

IRA(s)

Trust

Life Insurance

Security Transfer

Other

My/Our legacy gift is (check the appropriate box below):

Unrestricted (UUC Operating Fund)

Restricted (for the purpose of capital projects and/or building/property maintenance

Endowment Foundation (for in perpetuity gifts)

I wish to remain anonymous (choose one):

Yes

I certify that this is my intention (via electronic signature):

Today's Date:

YYYY

Electronic Signature #2 (if this is joint):

Today's Date (if applicable):

YYYY

Submit

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