CONFIDENTIAL INTENTION FORM

 

 

 

Dear Donor,

We realize that many people who plan to support one or more charitable causes through a fund at  Community Foundation Tampa Bay through their estate and/or financial plans prefer to keep their intentions private. However, by letting us know of your plans, we can thank you during your life, and confirm that we are able to fulfill your stated intentions.

Please know that completing this form is non-binding — we understand that you may change your plans at any time. Please also know that all information you share with us is kept strictly confidential.

Laurie W. Valentine, JD
Counsel, Philanthropic Giving
Community Foundation of Tampa Bay, Inc.
Phone: 813-692-1880
Email: lvalentine@cftampabay.org

 

Planned Gift Notification—Confidential

Personal Information

Name:_______________________________________________________________________________

Spouse Name:  ________________________________________________________________________

Address: _____________________________________________________________________________

City:_________________________________________________________________________________

Phone: ______________________________________________________________________________

Date(s) of Birth: _______________________________________________________________________

 
 
Your Gift Intention

Please provide the following information and attach a copy of the documentation or appropriate language from your will or trust, if available. Please complete all that apply.

  •  I/We want to support the mission of one or more nonprofits through a planned gift as described below:
    •  I/We have included a gift to a fund at Community Foundation Tampa Bay noted below in my/our will or living trust.
    •  I/We have named the below noted fund at Community Foundation Tampa Bay as a beneficiary of an asset:
      •  Retirement Plan
      •  Bank, Investment, or Other Financial Account
      •  Life Insurance Policy
      •  Other:__________________
    •  I/We have named the below noted fund at Community Foundation Tampa Bay as a revocable/irrevocable (circle one) beneficiary of a charitable remainder trust.

  • The fund I/We have designated to receive our gift is:

    ____________________________________________________________________

The anticipated value of my/our gift is/will be approximately $_________or_______% of my/our estate. (If possible, please include a copy of the bequest language or other wording describing your planned gift.)

Please provide a general description of the gift provision (such as, asset to be donated if other than cash or securities, how gift is to be used, whether gift is to create an endowment, etc.):

_____________________________________________________________________________________

_____________________________________________________________________________________

Signature(s):                                                           Date:

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