Planned Giving Request for information

Your name: Spouse/partner name:
First Name: First Name:
Last Name:  Last Name:
Maiden Name: Maiden Name:
Class Year: Class Year:

 

Preferred Contact Information
Address:
Phone:
Email:

For more information:

Please send me information about:

Bequests
Hamline Gift Annuity
Gifts of Real Estate
Gifts of Retirement Plans
Gifts of Stock
Gifts of Life Insurance
Hamline's Heritage Society

 

Preferred method of contact:

Phone - Best time to call:
E-mail
Please mail me more information

To join the Heritage Society:

I/we have already included Hamline University in my/our will or estate plan, and wish to join the Heritage Society. It is my/our intention to provide this future gift through:

My/Our Wills or Trust
My/Our Life Insurance
My/Our Retirement Plan (i.e. IRA, 401K, Annuity)
Other

Purpose of gift

Actual or estimated amount of my/our gift is $

(Your gift amount will not be published. Providing specific or estimated amounts is entirely optional and not necessary for Heritage Society membership. Nevertheless, if credit is desired for reunion giving, or any existing capital campaign, an amount should be provided.)

I/We wish to remain anonymous.

Though this Declaration of Intent is an expression of my/our current plans, I/we understand that it may be modified or revoked and it is not a legal obligation on my/our estate.

Signature: Date:
Signature: Date:

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