Common use of PLANNED GIFTS Clause in Contracts

PLANNED GIFTS. The Miami Foundation’s Legacy Society is comprised of forward-thinking individuals who have left a gift to The Miami Foundation in their estate. I have remembered The Miami Foundation in my estate plans and would like to be listed in the Foundation’s Legacy Society as . Each grant made from a Fund is mailed with a custom grant award letter. Please specify below how you would like the name(s) of the Donor to appear in the custom grant award letter (i.e., Mr. and Mrs. ▇▇▇▇ ▇▇▇▇▇, ▇▇▇▇ and ▇▇▇▇ ▇▇▇▇▇, The ▇▇▇▇▇ Family, Etc.) If you would prefer to be anonymous please indicate that below. Please note that you may issue grants anonymously on a case by case basis through the grant recommendation process. With approval, The Miami Foundation occasionally recognizes Donors and their charitable giving in our e-newsletter, website and other marketing materials. The Miami Foundation also lists names of Funds in its annual report. Note that details such as specific Fund amount, investment strategy and grantmaking procedures are never disclosed unless the Donor desires we do so. Please indicate your approval of The Miami Foundation publicly acknowledging your Fund by checking the boxes below. By leaving them blank, we will never publicly acknowledge you nor your Fund. The Foundation will periodically mail copies of letters sent on behalf of your Fund or other general correspondence to you. Please check the appropriate box below to indicate your mailing preference.