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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