Confidential Bequest Intention Form

Please fill out this form and click submit.

Name

This address will receive a confirmation email

Phone

Address

My/our current intention is to include a testamentary gift to Irvine United Congregational Church (IUCC) in my estate plans. Please complete the sections below:

I/we have named IUCC as a beneficiary in a will or trust.

Please select one option.

yes no maybe

I/we have named IUCC as a beneficiary in the following. Check all that apply.

Please select all that apply.

IRA or other retirement plan Life insurance policy Bank and/or investment account Other

If you checked other in the previous answer, please specify.

Do you wish your gift to IUCC to be unrestricted, meaning that these funds can be used where needed most and at the discretion of the administration board.

Please select one option.

yes no maybe

If you prefer your funds be restricted to a specific program or purpose, please expound on your intention.

Estate planning is a highly personal decision, and we will only publicly recongize those who give us permission. Shoud you permit, your recognition will appear as members of IUCC Legacy Circle in our publications and on our Donor Wall.

Please select the appropriate response:

Please select one option.

I/we would like others to be encouraged by my/our example and hereby give permission for my/our names to be published. I/we would like to remain anonymous and prefer that my/our names not be published. I/we would like to speak with someone from fund development before making a decision.

I retain the right to modify my designation of IUCC as a beneficiary, the purpose of my planned gift, and the portion and amount of my estate that will go to IUCC.

Please provide your initials, acknowledging your intentions and good faith completion of this form.

Description

Please fill out this form and click submit.

Confidential Bequest Intention Form

Description

Please Fix the Following