Planned-Giving Bequest Intention & Legacy Society Enrollment Form
A non-binding bequest-intention form that documents a planned gift and enrolls the donor in the legacy society without creating an enforceable pledge or giving legal/tax advice.
Draft: pending review
This starter document is signed off by Planned-giving director (CAP/CFRE) + estate-planning/tax counsel before it ships. The guardrails below define that review.
What’s inside
- Bequest details: type (specific/residual/percentage), optional value, vehicle (will, trust, IRA, life insurance)
- Restricted-purpose section with a caution to coordinate wording with the institution
- Explicit 'non-binding, revocable at any time' acknowledgment
- Suggested bequest language and the institution's legal name/EIN for the donor's attorney
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Must be expressly revocable and non-binding so it is not an enforceable pledge or a completed gift for counting
- Include a disclaimer that the institution does not provide legal/tax advice — avoids unauthorized-practice exposure
- Restricted bequest purposes should be coordinated so the eventual gift is administrable under UPMIFA
- CASE/accounting counting of revocable vs. irrevocable planned gifts must be handled correctly
Held for professional review.
The native PDF and full working text ship only after sign-off by Planned-giving director (CAP/CFRE) + estate-planning/tax counsel on this exact version. The summary and review requirements remain visible in the meantime.
Not legal advice. Not legal, tax, or accounting advice. The Fundraising Co. provides educational fundraising materials and is not a law firm; nothing here creates an attorney–client relationship or substitutes for advice from professionals licensed in your jurisdiction. Laws and IRS rules vary by state and change over time. Review every document with qualified counsel before use.