Common use of Estate Plans Clause in Contracts

Estate Plans. If you intend to name this fund as a beneficiary in your estate, or have already included CFAAC in your will or estate plan, please indicate the type of planned gift below and attach a copy of the page from your testamentary document that pertains to CFAAC. We encourage you to complete a Letter of Understanding to outline how you would like the fund administered. Bequest IRA/Retirement Plan Assets Charitable Remainder Trust Life Insurance Charitable Gift Annuity Charitable Lead Trust Other:

Estate Plans. If you intend to name this fund as a beneficiary in your estate, or have already included CFAAC in your will or estate plan, please indicate the type of planned gift below and attach a copy of the page from your testamentary document that pertains to CFAAC. We encourage you to complete a Letter of Understanding to outline how you would like the fund administered.  Bequest IRA/Retirement  ▇▇▇/Retirement Plan Assets  Charitable Remainder Trust  Life Insurance  Charitable Gift Annuity  Charitable Lead Trust trust  Other: