Planned Giving Notification Form 
                 

As an expression of my commitment to Seattle Unity Church, I take pleasure in notifying you that I have included a planned gift in my estate plans to benefit the mission, vision and future of Seattle Unity Church.

Date my planned gift was signed:____________________

Type of planned gift arrangement:
___ A bequest in my will
___ A Living Trust
___ Life insurance policy
___ IRA or other retirement fund
___ A Trust Agreement
___ A Charitable Gift Annuity
___Other:

Optional: My gift will be approximately $________ or %_______ of my estate

Other details:

I would like my gift to be used to support:
___ Seattle Unity’s Endowment Fund
___ The general purposes of the church as determined by the Board of Trustees
___ Other: (please discuss with ministers before making a restriction to a specific area)

Though this notification is an expression of my current plans, I understand that I may modify or revoke it and that it is not a legal obligation binding me or my estate.

Full name:_____________________________________________________

Address:______________________________________________________

City/State/Zip:__________________________________________________________________

____ I give you permission to include my name on your list of planned giving donors.

I would like to be listed as follows:__________________________________________________

Signature:_________________________________________________Date:_________________