Union College

Gift Planning

www.union.plannedgifts.org

Gift Arrangements and Membership in the Ramée Circle Society

This is a confidential record. Please fill out the following information which applies to your gift. You may fill this out online or print it and fax or mail it to us at:

518 388-6060 FAX
Office of Gift Planning
Union College
807 Union Street
Schenectady, NY 12308

My membership in the Ramée Circle Society is associated with the following:

Will/Trust provision

 

My Will/Trust was signed on

 

My Will/Trust provides that % shall be bequeathed to Union through my estate. As of today's date, I estimate that the value of this provision in my estate plan would be approximately $ .

 

My Will/Trust provides that % shall be bequeathed to Union through my estate.

Charitable Gift Annuity

Union's Pooled Life Income Fund Program

IRA or other retirement plan

Life insurance policy

Charitable Lead Trust

Gift of Real Estate


I understand that listing me among the members of the Ramée Circle Society may be an incentive for others to give and I am willing to be publicly acknowledged

I wish to join the Ramée Circle Society however I prefer not to be listed or acknowledged publicly.



I understand that I am not making a legal, or binding, commitment upon my estate by submitting this Ramée Membership Form. Further, Union should understand that the size of my future gift might be significantly different from the amount estimated above. If for any reason in the future Union is no longer included in my estate plan, I will notify you so that you can update your records and remove me from the planned giving society.

 
Donor:
 
Phone Number:
 
Email Address:
 
Date: