Form

JLC Planned Giving - Declaration of Future Intent

Thank you for your intention to include the Junior League of Charlotte Legacy Foundation in your estate plan.

We ask that you complete this form with as much detail as you are willing to share.

Any information about your gift will remain confidential and does not create a binding obligation.
The JLC greatly appreciates notification in the event that you make a change or adjustment to this gift.
EIN - 26-0180441

Is This a New or Updated Intention?

Full Name(s)

Address

Phone

Preferences

I/We wish to provide a planned gift of support and have made a provision for a gift to the Junior League of Charlotte Legacy Foundation in my/our estate plans. It is my/our intention to leave a planned gift to the JLC Foundation through my/our:

Will or Trust

Life Insurance Policy

Retirement Plan/Beneficiary Designation

Donor Advised Fund Remainder

Charitable Lead Trust

Charitable Remainder Trust

Other

I/we wish to inform The Junior League of Charlotte Legacy Foundation, for long-term planning purposes only, as of this date, the estimated value of my/our gift is:

Gift Purpose

Unrestricted

Other

Recognition

Donors who include the Junior League of Charlotte Legacy Foundation in their estate plans will be enrolled in the JLC Foundation Legacy Society.

Please list name(s) for recognition or indicate if you prefer to remain anonymous.

Estate Contact Information

Although optional, the following information is very helpful.

Executor, Trustee, or Administrating Company Contact Info

YOUR WORDS MATTER!

There are other passionate JLC advocates like you; would you help us inspire them?

I MADE A TRANSFORMATIONAL GIFT TO THE LEAGUE BECAUSE:

I HOPE THAT MY GIFT:

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