First Unitarian Legacy Society
Thank you for your intention to include First Unitarian in you estate plan.  In order to accurately document your intentions, please complete this form with as much detail as possible.  Sharing your intentions with us best ensures that your wishes will be met.  Any supporting documents (such as your will or instruction to your executor) you wish to share will be kept in strictest confident.  Completion and submission of this form does not create a binding obligation.
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Donor Name(s) *
Email(s) *
Phone(s) *
Address *
Next of Kin or Executor (this is a person we would contact if we have a question or wish to acknowledge your gift) *
Contact information for next of kin/executor (phone, email, and address please whenever possible) *
We are honored to recognize your generosity through publications and events to celebrate your long-term investment in First Unitarian.  How would you like your name(s) to be published (i.e. Pat and Sal Smith, the Smith Family, Pat Jones and Sal Smith) *
I give my permission for First Unitarian to include my name in any public listing of donors. *
Please indicate if you have included First Unitarian in any of the following estate provisions (check all that apply) *
Required
If you have checked retirement fund, please indicated percentage to congregation if possible (otherwise leave blank)
If you have checked life insurance policy, please indicate percentage to congregation if possible (otherwise leave blank).
If possible, please provide the estimated value of your gift
Please note than gifts typically go to the First Unitarian general endowment. If you would like to discuss other options for your estate gift to the congregation, please contact Garnett Losak (garnett@fuub.org) *
I agree to notify First Unitarian if I/we make any changes to my/out will/estate that affect this gift. *
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