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Confidential Intention Form

Thank you for your interest in planned giving and the Sister Grace Marie Braun Legacy Society of Benedictine Foundation. We are truly honored by your commitment to our Mission and your desire to advance the life-enhancing senior care ministry founded by the Benedictine Sisters of Duluth, Minnesota through your thoughtful planned gifts. Please complete the form below.

Information submitted through this webform is not legally binding.

Contact Information

Name:

First Name:

Last Name:

Address:

City/Town:

State/Province:

ZIP/Postal Code:

Phone:

Email:

Date of Birth:

Spouse Name:

Spouse/Partner First Name:

Spouse/Partner Last Name:

Spouse/Partner Date of Birth

Spouse/Partner Email:

Yes!

I/We:

have included Benedictine Foundation in my/our estate plan.

would like to receive information about the Sister Grace Marie Braun Legacy Society.

am/are interested in learning about gift options that will provide me/us with income.

I/we have made a provision for this gift through a:

Will or Revocable Trust

IRA/Retirement Plan

Life Insurance Policy

Charitable Remainder Trust

Donor Advised Fund Remainder

Other:

Enter other…

Please enter the approx. value of your gift if it were to be realized today $

(We understand that this amount is revocable and can change over time.)

PLEASE ENROLL ME/US IN THE SISTER GRACE MARIE BRAUN LEGACY SOCIETY AS FOLLOWS:

Feel free to publish my/our names among your lists of Sister Grace Marie Braun Legacy Society members as motivation for others to leave future gifts to Benedictine. (Benedictine will never share your estimated gift amount publicly.)

I/we wish my/our name(s) to appear as (for example, Jane D or John Q Doe):

Do not publish my/our name(s) in the Sister Grace Marie Braun Legacy Society roster. I/we prefer to be listed as “anonymous”.

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