How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

 

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A Gift to Union College

This form is to help you provide information about your future gift to Union. By sharing this information, you help to ensure that your gift will be used as you intended.

Type of Gift

I/We have included Union College in my/our estate plans through one or more of the following planned gifts:

Bequest in will or revocable trust for the dollar amount of $_______________

Bequest for % of my estate; estimated value of $ Approximate value: $_______________

Retirement plan beneficiary designation; estimated value of $_______________

Insurance policy beneficiary designation; benefit of $_______________

Other; estimated value of_______________

Purpose of the Gift

Many donors feel most confident that their gift intention will be honored when they provide Union College with a copy of the section of the will that pertains to their gift. We welcome documentation of your gift in this way. If you prefer not to provide a copy of the bequest language, please indicate below the purpose of your gift:

Unrestricted

Restricted to:

Scholarship or

Specific department _______________

Other_______________

Donor Recognition

List name(s) on donor honor roll as _______________

I/We prefer to be anonymous.

________________________________________________
Name (please print)

________________________________________________
Date of Birth

________________________________________________
Signature

________________________________________________
Date

________________________________________________
Name (please print)

________________________________________________
Date of Birth

________________________________________________
Signature

________________________________________________
Date

Thank U for your thoughtful investment in the future of Union College. As with any decision involving your estate, we recommend that you seek the advice of professional counsel. Your signature verifies only that the above information is accurate and in no way binds you to your commitment. Further, we understand that the size of your future gift might be significantly different from the amount estimated above.

PLEASE RETURN TO: Union College, Office of Gift Planning 807 Union Street, Schenectady, NY 12308 (518) 388-6156 | giftplanning@union.edu | Tax ID: 14-1338580

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