Document Your Gift

A Gift to Friends Select School

A practical way to make a planned gift to Friends Select School is to include Friends Select 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 Friends Select in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Friends Select will have an opportunity to recognize your generous support in your lifetime.

Information provided to signify your bequest intention to Friends Select will remain completely confidential unless you authorize Friends Select to publicize your gift. Friends Select understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.

I have made revocable gift commitments for Friends Select School as follows (check all that apply):

Bequest Approximate value: $_______________

Life Insurance Policy Approximate value: $_______________

IRA or other retirement plan Approximate value: $_______________

Other asset Approximate value: $_______________

Contact information—representative of my estate:

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, Friends Select 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.