Form

Legacy Leader: Letter of Intent for an Estate Gift

Use this form to notify the JLPA•MP of your intended gift. Please email endowment.chair@thejuniorleague.org with any questions on this form.

It is with the deepest appreciation that we thank you for your generosity to the JLPA•MP. Your gift will help ensure the continuance of our ongoing support for our community.

As confirmation of my/our desire to provide a legacy of support to the Junior League of Palo Alto•Mid Peninsula, I/we hereby inform the JLPA•MP that I/we have made a provision for a gift to the JLPA•MP in my/our estate plans. I/we understand that while this commitment is revocable, I/we have the good intentions that JLPA•MP will ultimately receive this gift.

Your Name

Date of Birth

Street Address

City/State/Zip Code:

Phone

It is my/our intent to leave a legacy to the Junior League of Palo Alto•Mid Peninsula through my/our: (check one):

If other, please list here:

We hope you will share the approximate amount of your gift with us for future planning purposes and so that the JLPA•MP will know of your generosity in order to properly recognize you. If your gift is a percentage of your estate, please indicate the approximate present value of that percentage. It is also helpful to have any supporting documentation on file which you may be able to share with us. Please attach if possible.

I/we wish to inform the JLPA•MP, for long-term planning purposes only, that as of this date, the value of my/our gift is:

I/we understand that by stating an amount, my/our estate is not legally bound by this statement and that I/we may choose to add, subtract, or revoke this bequest at any time, at my/our sole discretion.

Name of my professional advisor OR the executor of my estate for the JLPA-MP's future reference:

Relationship:

Business Name (if a professional advisor):

Street Address:

City, State, Postal Code

Email:

Phone:

May we publish your name(s) on the JLPA•MP list of Legacy Leader donors as a motivation for others to leave a future gift to benefit the JLPA•MP. (The amount of the gift is not published.) Or would you prefer your gift to remain anonymous.

Print your name(s) as you wish them to appear in future publications:

I consent to sign this document electronically, and do so by checking this box.

Date of Signature:

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