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Letter of Donor Intent
Planned Giving
Letter of Donor Intent
Howard Payne Fund
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Robnett Legacy Giving Society - Letter of Intent for Estate Gifts
Name
*
Spouse's Name
Address
*
Address
Address
Address
City
City
State/Province
Alabama
Alaska
Arkansas
Arizona
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State/Province
Zip/Postal
Zip/Postal
Email
Cell Phone
*
Home Phone
Business Phone
I/we have made a provision to leave a legacy gift to Howard Payne University through my/our:
*
Will
Retirement Plan or IRA
Living Trust
Life Insurance Policy
Real Estate
Securities
Other (Please explain)
Other (Please explain)
If you would like to provide HPU with a copy of your estate, will, or retirement documents, upload here:
Upload file here
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Maximum file size: 8.39MB
For long-term planning purposes only, I/we wish to inform Howard Payne University that the current value of my/our gift is approximately: (This information is strictly confidential. If your gift is a percentage of your estate, please indicate the approximate current dollar value of that percentage.)
*
Is there is a specific designation for your planned gift? If so, please specify below.
I/we understand that by stating an amount on this Letter of Intent for Estate Gifts, my/our estate is not legally bound by this statement and that I/we may choose to add to, subtract from, or revoke my/our intentions at any time and at my/our discretion.
*
As an encouragement to others to join me/us in supporting Howard Payne University with a gift from their estate, I/we authorize the University to include my/our name(s) only in publications that list members of the Robnett Legacy Society.
I/we prefer that the University refrain from including my/our name(s) and any subsequent gift information, in any University publications or donor recognition related media.
Signature
*
Date
*
Spouse's Signature
Date of Spouse's Signature
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