A practical way to make a legacy gift to the Sarasota Performing Arts Foundation is to include the Foundation in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include the Foundation in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, we will have an opportunity to recognize your generous support in your lifetime.
If you have already made a provision to include the Foundation in your financial planning, please let us know. Print the downloadable PDF, fill it out and return it to us.
Bequest Approximate value: $_______________
Life Insurance Policy Approximate value: $_______________
IRA or other retirement plan Approximate value: $_______________
Other asset Approximate value: $_______________
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Signature
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Date
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Name (please print)
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Signature
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Date
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Name (please print)
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Name
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Telephone
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Role
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Email
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, the Foundation will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.