LEGACY SOCIETY MEMBER INFORMATION FORM

*Kindly note, this form does not legally bind you to a commitment of any kind. It simply notifies Valley of the Sun United Way of your intention to make a planned gift, allowing us to celebrate it with you during your lifetime and better plan for our future.

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Your email address is required and should be the proper format: name@domain.com

Gifts

This gift is:

Please provide details about the nature of this gift:

The estimated value of this gift is:

$


This gift is:

Please provide details about the nature of this gift:

The estimated value of this gift is:

$


The estimated value of this gift is:

$


The estimated value of this gift is:

$


The estimated value of this gift is:

$

SAMPLE BEQUEST LANGUAGE

Although you should carefully review the terms of your Will or Trust with an appropriate professional advisor, we are happy to provide the following Sample Bequest Language: “I give, devise and bequeath to Valley of the Sun United Way, 3200 E Camelback Rd, Suite 375, Phoenix, AZ 85018, the sum of $___________ or ___________% of my estate/or the following specific asset _________________ for the benefit of Valley of the Sun United Way and its general purposes/or to be added to its endowment.


RECOGNITION

I/we welcome recognition of this gift in Valley of the Sun United Way publications in the following name/s:

Unless otherwise specified, your legacy gift will support our endowment, building a permanent capital reserve and ensuring our success for generations to come.

For more information about how to support Valley of the Sun United Way through planned giving, please contact Lisa Groves, JD, Major & Planned Giving Officer at lgroves@vsuw.org or (602) 631-4806

We would be happy to meet with you or your professional advisors to explore the many options for turning your gift into a meaningful legacy!

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*Valley of the Sun United Way is a 501(c)(3) nonprofit, EIN # 86-0104419. Please use this number to further identify us when making a legacy gift.