keystonehumanservices.org

Estate Intention Form

This is a confidential record. In order that we may include you in our Green Street Society and properly thank you and acknowledge your gift, please fill out the following information which applies to your future gift of a bequest through your Will or Trust. If you do not wish to answer everything, please feel free to provide what you are comfortable telling us.

If you would prefer to mail or fax this information to us, please print this page and mail it or fax it (717 232-4597) to us.

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Public Acknowledgement Choices:

  • 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.

My Will/Trust was signed on: (mm/dd/yyyy).

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

My Will/Trust provides that $ shall be bequeathed to Keystone Partnership through my estate.

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

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

Bequest Use Direction:

  • My Will/Trust indicates that the bequest through my estate is unrestricted.
  • My Will/Trust directs Keystone Partnership 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, Keystone Partnership should understand that the size of my future gift might be significantly different from the amount estimated above. If for any reason in the future Keystone Partnership is no longer included in my estate plan, I will notify you so that you can update your records and remove me from the gift planning society.

  • (mm/dd/yyyy)

For more information or a confidential discussion of your charitable options, please email or call Ann Moffitt at 717 232-7509 ext. 133.

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