Estate Gift Form

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College of Saint Mary
Office of Alumnae and Donor Relations
7000 Mercy Road
Omaha, Neb. 68106
Phone: 402-399-2400

estate gift form

I desire to provide for the future well-being of College of Saint Mary through a provision in my estate plans, and with this letter I am informing College of Saint Mary of my plans. I understand that this future commitment can be revoked or modified by me at any time.

Your Information

Primary First Name:

Primary Last Name:

Secondary First Name:

Secondary Last Name:

Address:

City:

State:

Zip:

Home Phone:

HomePhone

Cell Phone:

CellPhone

Email:

Other Email:

I have made a provision to leave a legacy to College of Saint Mary through my (check all that apply):

Will

Retirement Plan or IRA

Other

Living Trust

Life Insurance Policy

Description of the above (if necessary):

I wish to inform College of Saint Mary, for long-term planning puposes only, that the current value of my future gift is:

(This amount is kept confidential; if your gift is a percentage of your estate, please indicate the approximate value.) I understand that by stating an amount, my estate is not legally bound by this statement and that I may choose to add, subtract or revoke this bequest at any time, at my sole discretion.

Gift Recognition

Yes, you may publish my name in your list of Our Lady of Mercy Society members as a motivation for others to leave a future gift to benefit College of Saint Mary.

I do not want my name published.

Questions?

Please contact Kendra Bryant at alumnae@csm.edu or 402-399-2453.

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