December 17, 2021 by Cadell Walker

Planned Giving Form

Thank you for leaving a meaningful planned gift to Bernheim Arboretum and Research Forest.

We are honored to help you ensure a legacy that will echo through the forest and our communities for generations to come.

Echo Society

Name

First Last

Name for Recognition Purposes (If Different From Above)

Address

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

Phone

Email

Birth Date

Is This Gift Unrestricted

Yes

No

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

Will

Insurance Policy

Retirement Plan

Other

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.

Signature

Date