Notice of Intent - Woodbury Foundation

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Notice

of Intent

Notification of Legacy Gift Intention

to the Woodbury Community Foundation

Use this form as a notification that I/we intend to leave a legacy gift to the Woodbury Community Foundation.

Type Of Gift and Estimated Value(Required)

I/we plan to make the Woodbury Community Foundation a charitable beneficiary of my/our:

Will or trust

IRA/other retirement plan assets

Life insurance policy

Other:

Please explain other:

I/we understand that the Woodbury Community Foundation appreciates gifts of all sizes. Understanding that gift values may fluctuate due to circumstances beyond my/our control, I/we estimate the present value of this commitment to be approximately: (Optional)

Gift Purpose(Required)

I/we would like this gift to be used as follows:

Recognition and Inspiration: Woodbury Community Foundation may recognize my/our name and/or share my/our philanthropic story to encourage others and promote the importance of planned giving.(Required)

Yes, I/we are comfortable having our legacy gift acknowledged in WC Foundation communications and materials.

No. I/we prefer this gift to remain anonymous.

Other

Sharing our Mission(Required)

Professional advisors are key partners in helping us serve donors well. The WC Foundation provides philanthropic information and resources that support the guidance they give. If you're comfortable sharing, please include contact details for your lawyer, financial advisor, CPA, or others. We'll add them to our WC Foundation mailing list.

Your Contact Information

Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

Mobile Phone(Required)

Home Phone

(if different than mobile phone)

Partner/ Spouse Name

First Last

Spouse Email

Enter Email Confirm Email

Spouse Phone

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Preferred Method of Contact?

Email

Home Phone

Email

USPS Mail

Todays Date(Required)

MM slash DD slash YYYY

Signature

I consent to receive email communications from the WC Foundation. You may unsubscribe at any time.(Required)

I agree.

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Contact

Office: 2042 Wooddale Dr, Suite 250 Woodbury, MN 55125 (Officenter)
651.505.7024
wcf@WoodburyFoundation.org
Tax EIN 72-1592506

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