Yes, I accept your invitation to join the Pierre Monteux ...
YES, I accept your invitation to join (name of legacy society).
I look forward to receiving invitations to special events, having my name included as a member (or anonymous) in special (organization) publications and receiving a special framed certificate.
I, (type name here), have made a provision for (organization) in my estate plan in one of the following ways:
ρ charitable bequest
ρ percentage (___%) ρ residual (___%) ρ specific ________ ρ contingency
ρ charitable gift annuity
ρ charitable remainder trust
ρ charitable lead trust
ρ pooled income fund gift
ρ other___________________________
ρ retirement plan*
ρ life insurance designation*
name ____________________________
company ____________________________
phone # ____________________________
plan # ____________________________
* Administrator contact information (needed for gift completion)
Optional
ρ Amount of gift________________________________ ρ Do not send a certificate
ρ Copy or excerpt of document enclosed ρ Do not send token gifts
ρ Date of birth _________________________________
OR
I have notified the following professional advisor(s) of this gift:
____________________________________
name
____________________________________
profession
____________________________________
address
____________________________________
city state zip
____________________________________
name
____________________________________
profession
____________________________________
address
____________________________________
city state zip
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Please use the following names for recognition:
ρ _____________________________________________________________________________
← I wish to remain anonymous to the public. Please do not list my name.
Please sign and date this form for our records
____________________________________________ __________________________________
Signature date
← I do not wish to join (organization).
................
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