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LEGACY SOCIETY ENROLLMENT FORM Confidential Deferred Pledge Intention NAME(S) ADDRESS In support of Stevens Institute of Technology and its historic mission, I have made the following provision(s)*
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How to fill out a legacy society enrollment form:

01
Start by carefully reading the instructions provided with the form. This will give you a clear understanding of the information required and any specific guidelines.
02
Begin by filling out the personal information section of the form. This may include your full name, contact details, and any other relevant identification information.
03
Provide information about your relationship with the organization. This could include the reasons for your interest in joining the legacy society, any previous involvement or support, and any specific wishes or intentions regarding your legacy gift.
04
Indicate the type of legacy gift you are considering. This could be a bequest in a will, a life insurance policy, a charitable trust, or any other form of planned giving. Specify the details of the gift and any instructions you have regarding its use or distribution.
05
If applicable, include the name and contact information of your legal representative or estate planner who is overseeing your legacy giving. This allows for smooth communication and coordination in the future.
06
Review your completed form for accuracy and completeness. Double-check all the information provided before submitting it to ensure that there are no errors or missing details.

Who needs a legacy society enrollment form?

01
Individuals who wish to leave a lasting legacy and make a planned gift to a particular organization.
02
Supporters of an organization who want to ensure their contribution continues beyond their lifetime.
03
Those who want their charitable intentions to be fulfilled according to their wishes and to potentially receive recognition as a member of the legacy society.
Legacy society enrollment forms provide a structured way for individuals to express their intentions and establish a lasting relationship with the organization they support. By filling out this form, individuals can ensure that their legacy gifts are used in line with their wishes, and they can become a part of a community of like-minded individuals who share a passion for the organization's mission.
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The legacy society enrollment form is a document used to enroll individuals in a legacy society, typically for charitable organizations.
Individuals who wish to join a legacy society and be recognized for their planned giving efforts.
The form typically requires personal information, details of planned giving intentions, and signatures.
The purpose is to formalize planned giving commitments and recognize individuals for their generosity.
Personal details, planned giving intentions, and any specific requests for recognition.
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