Planned Giving Form

Thank you for leaving a meaningful gift to Bernheim Forest and Arboretum. We are honored to help you ensure a legacy that will echo through the forest and our communities for generations to come. If you have questions, please email melissa.raley@bernheim.org or call (502) 215-7137.

Name(s)

Name(s) for Recognition Purposes (If Different from Above)

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone

Birthdate(s)

May Bernheim use your gift for its area of greatest need (unrestricted)?

If no, please explain

Your commitment qualifies you for The Echo Society

My name may be listed

I prefer this gift remain anonymous

I prefer all my giving remains anonymous

OPTIONAL INFORMATION

It is helpful to understand our donors and their wishes. Nothing you disclose is legally binding.

Type of Gift

If applicable, use the Ctrl key to select multiple options.

If other asset, please specify

Estimated Value of your gift, as of today

Please list any contingency details.

Gifts may be contingent on survival of other beneficiaries.

We understand circumstances can change. Please let us know if yours do.

If you have questions, please call (502) 955-8512 or email advancement@bernheim.org.

Signature

Date