Sample Letter of Intent

Sample Letter of Intent

I intend to make a gift from my estate to create a fund at Rochester Area Community Foundation to be known as the _________________ Fund.

OR

I have named Rochester Area Community Foundation as a beneficiary of my ______________ (planned giving vehicle) to create a fund to be known as the ______________________ Fund.
(Grants to charitable organizations will be identified as coming from this fund name.)

The purpose of the Fund is to benefit
________________________________________.
(This description may be as specific or general as desired. Contingency wishes may be expressed here also; e.g. if the original purpose is no longer valid or if the designated charity is no longer in operation.)

I am creating this fund because _________________________________________
(General description of intent, values, reasons behind decision, types of effect desired).

I anticipate that the initial value of the fund will be $_________________.
(Optional)

The financial advisor/attorney/family member who is familiar with this arrangement is ___________________________.

___Yes ___No During my lifetime, I would like to be publicly recognized as a member of the Community Foundation’s Legacy Society.

I understand that this letter of intent is not legally binding, that I may revise or rewrite it at any time, and that the Community Foundation will use the most current signed document on file in its office to create the Fund.

__________________________________ _________________
Signature                                                               Date

_______________________________________________________________
Address                                                                                                           zip

_______________________________________________________________
Phone                                                                                    Email