Form of Intent | St. Thomas Episcopal

Legacy Giving Letter of Intent

Welcome to the St. Thomas Legacy Society. This letter is to acknowledge my/our intention to make a gift to St. Thomas Church in my/our estate plans. This is an expression of my/our present plans, is subject to revocation or modification at any time by me/us and is not legally binding on me/us or my/our estate(s). I plan to leave the gift in:

a will

a trust agreement (specify type)

a life insurance policy (specify type)

an IRA beneficiary designation (specify company)

other (please specify)

This gift is:

unrestricted - use where it is most needed.

restricted to a specific church use as noted in my/our estate planning documents, such as music or grounds and building maintenance.

Name(s), as to be listed in internal St. Thomas records:

Signature (type)

Sharing the names of parishioners who have become members of the St. Thomas Legacy Society by making planned gifts to St. Thomas sets an important example and can inspire others to take similar steps.

I/we give permission to include my/our name in Legacy Society and other related materials.

Gratefully acknowledged,

The Rev. Liz Costello, Rector

Thanks for submitting!