Estate Plans. Do you plan to name this fund as a beneficiary in your estate plan? If so, please indicate the type of planned gift: Bequest IRA/retirement plan assets
Appears in 4 contracts
Sources: Donor Advised Fund Agreement, Scholarship Fund Agreement, Donor Advised Fund Agreement
Estate Plans. Do you plan to name this fund as a beneficiary in your estate plan? If so, please indicate the type of planned gift: Bequest IRA/retirement plan assetsassets Charitable lead trust Charitable remainder trust Life insurance Other:
Appears in 1 contract
Sources: Donor Advised Fund Agreement