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Our Legacy Societies — Member Profile

Please fill out the form below to send us your Member Profile, so that we may welcome you into Our Legacy Societies.

Please note: All highlighted and starred (*) fields are required.

Name(s): *

Age:

Age (Spouse):

Address: *

City/State/Zip: *

Country:

Telephone: *

E-Mail: *

Choose Below:

Essentia Health Foundation may include my (and, if applicable, my spouse's) name in Our Legacy Societies listings. (Neither amount nor designation, if provided, will be included on the listing.)

I am honored to be included in Our Legacy Societies; however, I prefer to remain anonymous. Please do not include my/our name in Our Legacy Societies listings.

Please share with us, in confidence, more about your estate provision for Essentia Health Foundation. The following information is optional.

I have named Essentia Health Foundation as a beneficiary of my:

Gifts Anyone Can Make

Will or Trusts

Appreciated Securities

Life Insurance

Retirement Plans

Donor-Advised Fund

Gifts That Pay You Income

Charitable Gift Annuity

Deferred Gift Annuity

Charitable Remainder Unitrusts

Charitable Remainder Annuity Trusts

Gifts That Protect Your Assets

Charitable Lead Trust

Retained Life Estate

Designate & Donate

Retirement Plans

Stocks and Investments Fund Accounts

United States Savings Bonds

Life Insurance

This provision is stated as a: Specific dollar amount ($):
Percentage of estate/account (%):

Based on Percentage: If based on a percentage, please estimate the current value of the gift to Essentia Health Foundation ($):

My gift is: Unrestricted (General Operations)
Designated for:

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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