Notification of Planned Gift Commitment

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This form is intended for donor recognition purposes. This form is not legally binding.

Thank you!

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Donor(s) Name *

Separate multiple names with a comma.

OSB Affiliation / Class year

Address

Street Address *

City *

State *

Zip *

Phone Number *

Email Address *

Birth-date

AAAA

Monetary Value of Gift

I/We have made provisions for a planned gift to OSB. A conservative estimate of the current value of the charitable gift is $:

The charitable estate commitment is made through *

(please check all that apply)

Bequest in Will or Trust

Pension, 401(k) r 403(b) plan

IRA

Life Insurance Policy

Charitable trust

Otro:

Obligatorio

We intend this charitable estate commitment to be designated for *

(please check all that apply)

The greatest needs of OSB

Unrestricted

Student Programming

Endowment

Otro:

Obligatorio

Documentation *

I have documentation that outlines my charitable estate commitment to OSB.

Yes

Gift Stewardship

Upon my passing I would like the impact of my estate gift to be shared with
the following people. Include Full name and contact information – address, email, and/or phone)

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