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Legacy Intent Form

St. David's Brandywine Hundred's Legacy Society

Planned Gift - Statement of Intent

The St. David’s Legacy Fund was established by the Vestry of St. David’s Church to receive bequests and/or contributions to support the mission and ministries of the parish. Gifts of monetary contributions, stocks, bonds or other personal or real property are accepted with guidelines approved by the vestry.
 

Legacy Fund contributions may be made by anyone and for any amount either as a gift, thanksgiving or memorial. Arrangements may be made by will during a person’s lifetime designating a bequest to St. David’s Legacy Fund from an estate or naming the Legacy Fund as the beneficiary in a life insurance policy. Often the family of the deceased will suggest that contributions be sent to St. David’s Legacy Fund in lieu of flowers.
 

The donor of a monetary gift may suggest a particular purpose for donations received. Any such restrictions must be approved by the Vestry. Gifts of personal or real property must also be approved by the Vestry.

Legacy Intent Form

This statement is an expression of my/our intent to provide for the future of St. David's Brandywine Hundred through a planned gift. The provision(s) made include the following:
An outright bequest upon my passing or the passing of both me and my spouse.
A life insurance policy in which St. David's Church is named as a beneficiary or owner and beneficiary.
A retirement account in which St. David's Church is named as a beneficiary.
A trust or annuity with income reserved for me, my spouse, or other income beneficiary.
Other
It is my/our wish that the gift be used:
I will provide you a copy of my will, policy, trust, or beneficiary designation and appropriate contact information.
Yes
No
St. David's Church appreciates the opportunity to acknowledge your commitment of stewardship to our faith community by publicly recognizing your contribution. If you prefer to remain anonymous, however, we respect your wishes.
I/we prefer to remain anonymous during my/our lifetime(s).
I/we prefer to remain anonymous during and after my/our lifetime(s).
I/we permit St. David's Church Brandywine Hundred to use my/our name(s) in printed lists of planned gifts, which may appear in various parish communications, as listed below.
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