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Estate Intention Form


This is a confidential record. In order that we may include you in our Investors Society, value your future gift for campaign purposes if you wish, and properly acknowledge your gift, please fill out the following information.

This is a secure form. However, if you would prefer to fax or mail this information to us, fill out the form, then print and send it to us.

I look forward to talking with you about this gift intention. I understand that listing this gift may be an incentive for others to give and I am willing to be publicly acknowledged.

I understand you would like to contact me and I would be happy to discuss this with you but I prefer not to be listed or acknowledged publicly.

I prefer to remain anonymous and request no contact or acknowledgment.



My Will/Trust was signed on:

My Will/Trust provides that % shall be bequeathed to Millikin University through my estate. As of today's date, I estimate that the value of this provision in my estate plan would be approximately $ .

Or

My Will/Trust provides that $ shall be bequeathed to Millikin University through my estate.

Or

My Will/Trust provides that certain items of real or personal property shall be bequeathed to Millikin University through my estate. The items are as follows:

As of today's date, I estimate these items to be worth approximately $ .

My Will/Trust indicates that the bequest through my estate is unrestricted.
My Will/Trust directs Millikin University to use my bequest through my estate for a specific purpose.

The specific purpose is as follows:

I understand that I am not making a legal or binding commitment upon my estate by submitting this Estate Intention Form. Further, Millikin University should understand that the size of my future gift might be significantly different from the amount estimated above for the purposes of valuation in any campaign. If for any reason in the future Millikin University is no longer included in my estate plan, I will notify you so that you can update your records.



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Date:


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