LegacySocietyEnrollmentForm

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Enrollment Form
Those who provide for the U-46 Educational Foundation through a planned gift, such as a bequest or beneficiary designation, become members of our Legacy Society.

First Name*

Last Name*

Address, line 1

City

State

Zip Code

Email Address*

I/We qualify for membership in the Legacy Society by having placed the Foundation in my estate plan through:*

My will (a bequest). Naming the Foundation as a beneficiary of an asset or trust.

May we list you as a Society member in our publications (website, annual report, newsletter)?

Yes No

If yes, how would you like your name(s) to appear?

Would you like to list your gift in memory or in honor of someone?

Yes No

If so, please write a short phrase that we can use, such as, "In memory of my mother, Jane Doe."

How would you like the funds from your gift spent?

I would like my gift to go towards the areas of greatest need. I have goals for my gift. Contact me to discuss a plan.

Please tell us about yourself (connection to U-46, family, career, interests, volunteer work):