Documenting your Legacy Gift

Each year, many alumni and friends share that they have included Lewis & Clark in their estate plans. Many provide further details about their intentions by “documenting” their generous future gift by completing a non-binding Statement of Future Gift form. There are many reasons to provide these additional details about your estate plans. The top four reasons are:

• To ensure that your gift is used the way you want – Documenting your intentions help ensure your wishes are met. It also allows us to inform you of new programs or developments that may impact your plans.
• To designate a purpose– If you have not designated a purpose for your future gift, a signed Statement of Future Gift form can specify a purpose. The signed form completes our records and is kept safe in our files.
• To be counted – Planned gifts are a crucial source of support for Lewis & Clark. Documentation allows your gift to count towards our fundraising goals, assists with long-term planning efforts, and helps inspire other alumni and friends to follow in your footsteps.
• To allow Lewis & Clark to show their appreciation and recognize you during your lifetime – Documenting your intention allows us to recognize you now for your future gift. You will automatically be enrolled as a member of one of our legacy societies. As a member, you will be invited to special events throughout the year. You may elect to decline membership or remain anonymous if you choose.