Notification of Legacy Gift

Thank you for naming the American Red Cross in your estate plan. If you have not notified us previously of your gift, please take a moment to complete the information below. As a member of the American Red Cross Legacy Society, together we’ll share the common bond of philanthropy and vision to provide for the needs of future generations.

You can help us maximize the impact of your generosity by providing important details of your intended future gift. (The American Red Cross understands gifts in wills, trusts and other gift plans are revocable and may be changed or modified by the donor at any time.)

First Name *

Middle Initial

Last Name *

Would you like this to be recognized as a Joint Gift?

Yes

If yes, please list the additional name here

Address *

Address (cont.)

City *

State *

Zip Code *

Phone type

Phone

Email *

Please indicate if anonymity is preferred below:

I am honored to be included in the Legacy Society; however, please do not acknowledge me publicly for my gift.

My gift type is as selected:*

Will/trust

IRA or retirement plan

Life Insurance Policy

Other

Charitable Trust

Please tell us about your gift designation in your will, trust or other document. My gift is:*

Unrestricted

Chapter

Region

State

National American Red Cross

Program

Endowment

Unknown

While the information provided on this form will assist the American Red Cross in planning for the future, this is not a legally binding document. If you have chosen to designate your gift, the appropriate language needs to be stated in the will, trust or other document establishing the gift. If the information on this form contradicts the language in the document establishing the gift, the latter will control.

Estimated Gift Value (Today’s value) $

We understand gift values may be estimates and may change over a person’s lifetime. Information is used only for statistical purposes in our planning and is confidential. We also understand the gift may be revocable.

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