OCC Legacy Society Membership Information

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OCC Legacy Society Membership Information

Thank you for your legacy support of Onondaga Community College. Once returned to OCC, this form becomes part of a permanent file documenting your gift commitment.

Please enter your name(s) as they should appear on the membership roll:

Donor Name

Date of Birth

Donor Name

Date of Birth

Donor Name

Date of Birth

Donor Name

Date of Birth

Donor Name

Date of Birth

Home address:

Address:

City:

State:

Zip:

Home Phone:

Cell Phone:

Work address (optional):

Address:

City:

State:

Zip:

Work Phone:

Email Address:

I/We qualify for membership in the OCC Legacy Society through the following planned gift(s):

Bequest Intention in Will

Charitable Gift Annuity

Retirement Assets

Life Insurance Policy

Real Estate Remainder Interest

Other

If "Other", Please Describe

Estimated value of gift committed

or % of estate

Percentage of retirement plan/life insurance as gift, currently valued at

Restrictions on gift (if any):

Documentation

Yes, I/we will share a copy of the portion of the Will that applies to the College or the trust agreement or Change of Beneficiary Form
(401k, 403b, IRAs, Insurance) in which The Onondaga Community College Foundation is named.

Please check one:

I/We qualify for membership in the Society and agree to have my/our name(s) added to the membership roll at this time.

I/We qualify for membership in the Society but prefer that my/our name(s)

be listed on the membership roll only posthumously, or

be permanently listed as anonymous.

Other comments or notes regarding your support of education and your support of OCC:

Name and address of counsel and/or financial advisor (optional):

Name(s) of others who might consider Legacy Society Membership?

Please consider attaching your resume, biography or other information in support of this document, to become part of your permanent record with the OCC Foundation.

Attachment 1

Attachment 2

Attachment 3

Please contact us. We would be happy to answer your questions.

OCC Foundation
4585 West Seneca Turnpike
Syracuse, NY 13215-4585
Phone: 315-498-2213
Email: occfoundation@sunyocc.edu

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