Gift Intention Form

Name

First NameLast Name
Email
example@example.com
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Name

First NameLast Name
Email
example@example.com
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Type of gift
Will or Trust - Estimated Value as of today. (Confidential)
Life Insurance - Estimated Value as of today. (Confidential)
Charitable Gift Annuity/Charitable Remainder Trust - Estimated Value as of today. (Confidential)
Retirement Plan (401(k), 403(b), IRA, Keogh) - Estimated Value as of today. (Confidential)
Other - Estimated Value as of today. (Confidential)
Contingent gift - Please describe the contingent arragement:
My/Our Intention Is That:
This gift should be used for the following purpose:
To ensure your gift intent is fulfilled, please direct gifts to the National Arbor Day Foundation, operating as the Arbor Day Foundation. Attach copies of the relevant section of the legal documents describing your gift. The Arbor Day Foundation’s tax ID number is EIN: 23-7169265. We encourage you to consult with your legal and financial advisers as you consider your estate plan.
Contact us at any time to update this information.
Executor/Trustee Name

First NameLast Name
Executor/Trustee Email
example@example.com
Executor/Trustee Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
I/We understand that this is not a legal or binding commitment. The Arbor Day Foundation should understand that the amount of this future gift may be different from the estimated amount.
Signature
Signature
Please verify that you are human
The Arbor Day Foundation Oak Society honors individuals who have made an outright or planned gift to benefit the Arbor Day Foundation. Through your pledge, you will automatically be welcomed into the Oak Society. Membership in this group includes opportunities to participate in virtual and in-person activities throughout the year — including but not limited to special events, regional events, educational opportunities, and personal visits.
Should be Empty: