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Planned Giving Form

Echo Society Planned Gift Intent Form

Thank you for including Bernheim Forest and Arboretum in your estate plans. Your commitment helps ensure Bernheim's forests, landscapes, educational programs, and conservation efforts will benefit future generations. By sharing your gift intention with us, you become eligible for membership in the Echo Society, which recognizes individuals who have included Bernheim in their long-term philanthropic plans. This form is not legally binding and may be updated at any time. If you have questions, please contact the Advancement Office at advancement@bernheim.org or (502) 955-8512.

Address

Echo Society Recognition

How would you like to be recognized?

OPTIONAL INFORMATION

The following information is voluntary and is intended to help Bernheim understand your wishes and appropriately steward your future gift. Information provided is not legally binding.
If applicable, use the Ctrl key to select multiple options.
Gifts may be contingent on survival of other beneficiaries.
What inspired you to include Bernheim in your plans?

Communication Preferences

Staying Connected

Donor Acknowledgement

I/we are notifying Bernheim Forest and Arboretum of our current charitable intentions. This form does not create a legal obligation and may be modified or revoked at any time.

By providing your phone number and clicking 'Submit,' you agree to receive SMS communication from Bernheim Forest & Arboretum. Message frequency may vary. Standard Message and Data Rates may apply. Reply STOP to opt out. Reply HELP for help.

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.