Gift Planning at National Audubon Society

Confidential Legacy Intention Form

Welcome to the Grinnell Legacy Society - our way of recognizing friends like you who have provided for the future of birds and their habitat through an estate gift to Audubon. Membership in the Grinnell Legacy Society involves no dues or obligations. It simply helps us thank and recognize you for the plans you have made as well as plan for the financial future to carry out our mission.

Personal Information:

Name 1:

Name: Birthdate: Address:

Name 2:

Name: Birthdate: Address:

Preferred method of contact:

Telephone:

Email:

How would you like to be listed in Audubon’s Annual Report?

Please list my name as:

My gift is in honor of in memory of

I prefer to remain anonymous.

Which benefits of Grinnell Legacy Society membership would you like to receive?

Annual Report

Audubon Engagement Calendar

Invitations to events and trips

Additional Information About Your Gift

Details about your gift help Audubon plan for its future, even amounts that may change over time. Your information is confidential, for our records only. This form is not legally binding upon you or your estate as to the ultimate receipt or value of any future gift.

I have included in my/our estate plan a donation to Audubon for:

The National Audubon Society’s greatest needs.

Work in a specific state, Audubon Center, or program:

Type of Gift

Gift from my will or living trust Est. value

Retirement plan/IRA beneficiary Est. value

Charitable Remainder Trust Est. value

Life insurance policy Est. value

A contingent gift comes to Audubon only if the other named beneficiaries do not survive you. Is your gift contingent?

No Yes (please explain)

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