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Declaration of Future Intent
The decision to join our Legacy Society and leave a gift in your will is deeply personal and confidential. Unless you reach out to us, we will not be aware of your intent to leave a bequest. We kindly ask that you complete this form with as much detail as you are willing to share.
Any information about your gift does not create a binding obligation.
We fully understand that you may change your decision at any time and will greatly appreciate a notification in the event that you make a change or adjustment to this gift.
The Junior League of Charlotte Legacy Foundation's EIN is 26-0180441.
Is this a new or updated intention?
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select one
New
Updated
Contact Information
Name
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First Name
Last Name
Email
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Verify Email
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Phone
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Address
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Address Line 1
Address Line 2
City
City
State
State/Province
ZIP/Postal Code
Country
Preferences
I/We wish to provide a planned gift of support and have made a provision for a gift to the Junior League of Charlotte Legacy Foundation in my/our estate plans. It is my/our intention to leave a planned gift through my/our:
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WILL OR TRUST
LIFE INSURANCE POLICY
RETIREMENT PLAN/BENEFICIARY DESIGNATION
DONOR ADVISED FUND REMAINDER
CHARITABLE LEAD TRUST
CHARITABLE REMAINDER TRUST
OTHER
I/We wish to inform the Junior League of Charlotte Legacy Foundation, for long-term planning purposes only, as of this date the estimated value of my/our gift is:
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Enter $ or % of estate dedicated
Recognition
Donors who include the Junior League of Charlotte Legacy Foundation in their estate plans will be enrolled in the JLC Foundation Legacy Society.
List name(s) and titles for recognition or indicate if you prefer to remain anonymous:
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Enter the date of birth of each recognized donor:
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Estate Contact Information
Although optional, the following information is very helpful.
Executor, trustee, or administrating company's contact information:
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