planned giving form

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Planned Giving Notification

I am pleased to share with Lutheran Family Services Rocky Mountains (LFSRM) my intent to make an estate gift through my will or other transfer upon my death, understanding that my bequest is revocable. I will notify LFSRM of any changes in my estate plans that may affect my bequest intent.

Name

Date of Birth

Mailing Address

Phone Number

Please fill out the appropriate selection below:

I have provided for a bequest to LFSRM in the amount of:

I have included provisions in my estate plan directing the following percentage of my estate to LFSRM:

I have listed LFSRM as a beneficiary of the following account (e.g. IRA, Life Insurance Policy, Donor-Advised fund, etc.):

Type of beneficiary

PrimarySecondary

Estimated value:

Other:

I give LFSRM permission to list my name as a Legacy Donor in publications. Note: We do NOT publish personal information or amounts.

Authorize

If you plan to designate your bequest for a specific program or purpose, we encourage you to reach out to someone on our development team to discuss your plans to ensure your wishes align with LFSRM’s long-term plans.

As with any decision involving your estate plans, we suggest you seek the advice of a professional counsel when considering a gift to LFSRM, if you have not already done so.