CONFIDENTIAL INTENTION FORM

 

 

 

Dear Donor,

We realize that many people who plan to support Robin Hood through their estate and/or financial plans prefer to keep their intentions private. However, by letting us know of your plans, we can thank you during your life and confirm that we are able to fulfill your stated intentions.

Please know that completing this form is nonbinding — we understand that you may change your plans at any time. Please also know that all information you share with us is kept strictly confidential.

Austin Wrubel
Director of Planned Giving
Robin Hood
Phone: 212-844-3521
Email: plannedgiving@robinhood.org

 

Planned Gift Notification — Confidential

Personal Information

Name:_______________________________________________________________________________

Spouse Name:  ________________________________________________________________________

Address: _____________________________________________________________________________

City:_________________________________________________________________________________

Phone: ______________________________________________________________________________

Date(s) of Birth: _______________________________________________________________________

 
 
Your Gift Intention

Please kindly upload any related information about your gift intention that might be useful to Robin Hood knowing about both now and into the future. Please complete all that apply.

  •  I/We want to support the mission of Robin Hood through a planned gift as described below:
    •  I/We have included a bequest for Robin Hood in my/our will or living trust.
    •  I/We have named Robin Hood as a beneficiary of an asset:
      •  Retirement Plan
      •  Bank, Investment or Other Financial Account
      •  Life Insurance Policy
      •  Other:__________________
    •   I/We have named Robin Hood as an irrevocable beneficiary of a charitable remainder trust.
    •   I/We have named Robin Hood as a revocable beneficiary of a charitable remainder trust.

I understand that I need not reveal the size of my gift in order to become a member of the Archer Legacy Society. However, to help Robin Hood with its long-term planning, I wish to disclose the following which will be held in strictest confidence:

My gift is stated as a specific dollar amount $

_____________________________________________________________________________________
 

My gift is stated as a percentage, which is estimated to be worth $ 

_____________________________________________________________________________________

Please provide a general description of the gift provision (such as asset to be donated). So Robin Hood can determine where it is needed most, your gift will be used for unrestricted purposes. Please contact Austin Wrubel if you would prefer to designate your gift at either Wrubel@Robinhood.org or 212-844-3521. 

_____________________________________________________________________________________

  •  Yes, you may include me/us in listings of planned gift donors.

Please indicate how you would like your name(s) to appear in our Archer Legacy Society listings. (Please note: The amount of your intended gift will not be published):

_____________________________________________________________________________________

  •  No, please do not include me/us in listings.

Signature(s):                                                           Date:

_______________________                              _______________________

_______________________                              _______________________