Planned Gift Report Form

Thank you for including us in your estate planning. 

Please use this form to let us know about your intended gift in your will or trust to the Society of the Divine Word.

The information you share is nonbinding and will only be used to welcome you into our Legacy Society. You can still alter your gift directly in your will or trust at any time.

There are four types of gifts for you to consider:

• General Gift: A specific amount of money or a percentage of your estate. You do not have to identify the specific source of the gift, such as a bank account


• Specific Gift: A specific property such as stocks, a life insurance policy or a parcel of land


• Demonstrative Gift: Property from a specific source that does not identify the individual gift value, such as a piece of art in your collection.


• Residuary Gift: The amount that remains after all other gifts are accounted for and expenses paid.

First Name *

Middle Name

Last Name *

Birth Date (Month/Day/Year) *

Email *

Address *

Choose countryUnited States

Home Phone

Cell Phone

Type of Gift Intended

Percentage of Estate

What is the approximate total value of your estate? (US$) *

Less than $200K

$200-500K

$500K-$1M

$1-2M

$2-5M

$5-10M

$10M+

Dollar Amount (US$)

Specific Gift

Type of Gift *

Stocks

Life Insurance Policy

Land/Property

Other

Approximate Value of Gift (US$) *

Demonstrative Gift (description)

Residuary Gift

Additional Message