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Legacy Interest & Intent Form

Notify us here of your planned giving interest and/or that your estate plans are complete and include a legacy gift to Michigan Hillel.

Note: This non-binding form is to express your interest and/or intent to establish a legacy gift. It is strongly recommended you consult an attorney/advisor when considering charitable giving plans to our or any organization.

Name

First Name

Last Name

Phone

Phone Type

Date of Birth

(mm/dd/yyyy)

Verify Email

Address

Address Line 1

Address Line 2

City

State

State/Province

ZIP/Postal Code

Country

Spouse's Name

Spouse's Date of Birth

(mm/dd/yyyy)

Legacy Information Area

I/We:

Would like to learn more about including Michigan Hillel in estate plans. Please have a planned giving professional reach out.

Have included Michigan Hillel in estate plans and would be honored to be listed among other Legacy supporters. (Note: Neither amount nor designation, if provided, will be included in any listings.)

Have included Michigan Hillel in estate plans; however, I/we prefer to remain anonymous.

I/We have named Michigan Hillel as a beneficiary in a:

Will/Trust

IRA or Retirement Plan

Life Insurance Policy

Charitable Remainder Unitrust

Charitable Remainder Annuity Trust

Other (please specify):

Other:

This provision is stated as:

A specific dollar amount ($):

Percentage of estate/account (%):

Amount (optional to share):

Percentage (optional to share):