Legacy Society Enrollment Form
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PERSONAL INFORMATION
Name
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As you wish it to appear on donor lists.
First Name
Maiden (optional)
Last Name
As you wish it to appear on donor lists.
Class Year (for Alumni)
Must contain only numbers
Birthday
Email Address
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Phone Number
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Mailing Address
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Preferred method of contact:
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Mail
Email
Phone call
Text message
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LEGACY SOCIETY ENROLLMENT INFORMATION
As a supporter of the mission of the Academy of the Holy Names, I accept membership in the Holy Names Legacy Society. I understand that I will remain a member of the Legacy Society as long my gift plan remains in place. I will notify the Academy of the Holy Names if I change my plans. I understand that my gift is unrestricted unless I specifically indicate otherwise.
I agree
I have arranged a gift by naming the Academy of the Holy Names of Florida, Inc.( Federal tax ID number 59-0910354):
in my will or living trust
as beneficiary of my life insurance
as a beneficiary of my IRA, 401(k), bank account or investment account
as a beneficiary in a charitable lead or remainder trust
other
This gift is in memory of or in tribute to:
Please upload copy of the page from your planned gift document listing the Academy of the Holy Names of Florida, Inc. (or its successors) as a beneficiary is appreciated for the Advancement Office to keep on file.
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If you are comfortable sharing the approximate value of your gift with us at this time, please know that this information will be kept confidential. It is for planning purposes only. (Optional)
Reporting Preference
You may list my name on donor lists
I wish to remain anonymous
For more information, please contact the AHN Office of Advancement at 813.839.5371 ext. 376.
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