Enduring Circle Gift Intention Form

Contact Information

First Name:

Last Name(s):

Birthdate:

Please use MM/DD/YYYY format.

Email Address:

Street Address or PO Box:

Address Line 2:

City:

State/Province:

Zip/Postal Code:

Country:

Phone Number (include area code):

Please include your country and area code, if applicable.

Would you like your spouse or family member to be included in the Enduring Circle?

YesNo

First Name:

Last Name(s):

Birthdate:

Please use MM/DD/YYYY format.

Email Address:

Relationship to You:

SpousePartnerChildParentSiblingFriendRelative

Recognition Preferences

We would like to invite you to join the Enduring Circle, CAC’s community of legacy givers. You will receive a welcome letter, invitations to special gatherings, and periodic stewardship updates. By sharing your preference below, CAC may acknowledge your legacy gift in its written communications, such as CAC’s newsletter or website, after we have received your gift. Please select one of the following options:

Yes, we would like to be included in the Enduring Circle.Yes, we would like to be included in the Enduring Circle but please list my/our gift as “Anonymous.”No, please do not include us in the Enduring Circle.

Yes, I would like to be included in the Enduring Circle.Yes, I would like to be included in the Enduring Circle but please list my/our gift as “Anonymous.”No, please do not include me in the Enduring Circle.

Please publish our names as listed below:

Please publish my name as listed below:

We honor your decision to give anonymously. Thank you for your partnership and trust.

Additional Comments:

Hidden Fields

About Your Gift Intention

Please share any details for your gift below. If you would like to learn more about these options or update your responses at any time, please contact our Development team at development@cac.org.

Every gift, no matter the size or amount, is welcome and deeply appreciated. Thank you!

We have included the CAC in our future giving plans through a (select all that apply):

Bequest through a will or trustGift from a retirement accountGift from a bank or investment accountGift from a donor-advised fundGift of life insuranceCharitable trustOtherWe do not wish to share the details of our estate plan at this time.

I have included the CAC in my future giving plans through a (select all that apply):

Bequest through a will or trustGift from a retirement accountGift from a bank or investment accountGift from a donor-advised fundGift of life insuranceCharitable trustOtherI do not with to share the details of my estate plan at this time.

Bequest through a will or trust

Type of gift:

Specific dollar amountPercentage of estateContingent bequestResiduary gift of estate

Specific dollar amount

Approximate value of your gift, if known:

Percentage of Estate

Percentage:

Contingent bequest

Percentage or dollar amount:

Residuary gift of estate

Percentage or dollar amount:

Description of gift:

Gift from a retirement account