The Legacy Society - Statement of Intent Form

The Legacy Society provides a way for the Wabash Valley Community Foundation to recognize generous individuals who have included the Community Foundation in their estate plan. Those donors understand that a planned gift to the Community Foundation is a simple way to contribute to the future well-being of our community and, in some cases, to create a favorable tax situation. Our deep felt appreciation goes out to those who set aside a gift for their community through the Community Foundation, and we appreciate those who let us know of their intentions to do so. "It takes a noble person to plant a seed for a tree that will some day give shade to the people they may never meet." — David Trueblood
Full Name:
Spouse Name:
Primary or Preferred Mailing Address
Street Address:
City:
State:
Zip:
Phone:
I/We have made the following provisions for a deferred gift to the Wabash Valley Community Foundation
Please select
Please provide any details that you are willing to share about the gift:

Donor Recognition

In recognizing this gift, the Wabash Valley Community Foundation is authorized to list the Following name(s) as member(s) of The Legacy Society:
Name(s):
Anonymous?

Donor Intent

It is my/our wish that the gift be used in:
Other
For the checked identified purpose below:
Please choose:
Fund Name:

Family History Option

This statement of intent is nonbinding.
Date
Signature
Date
Signature