Legacy Giving Intent
First / Last Name
Date of Birth
MM
/
DD
/
YYYY
Email Address
Phone Number
Address
Trustee or Child's First / Last Name
Trustee or Child's Email Address
Phone Number
Type of Gift:
Will or Estate Plan
Life Insurance
IRA
Bank Account
Other:
Details of Gift (Timing and Account Details):
All information provided will be strictly confidential.
Value:
Approximation of current value.
Recognition of Request:
Reasons for the Gift:
Donor Biography:
Key moments in your life that lead you to give this gift.
Signature
Clear
Date
MM
/
DD
/
YYYY
Completion of this form is notification of intent only and not intended to be legally binding. Please discuss your planned/legacy giving intentions with your professional financial and legal advisors. New Life Academy Educational Foundation is a tax-exempt nonprofit organization recognized by section 501 (c)3 of the internal Revenue code. Tax ID # 41-1915933. Contributions are tax deductible to the extents allowed by law.
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