Register Your Legacy

Peninsula Bridge Legacy Gift Intention Form

Thank you for your generous decision to include Peninsula Bridge in your estate plans. By completing this form, you help us ensure that your legacy gift is properly recognized and will be used according to your wishes. All information you provide is confidential and non-binding.

Donor Information (Required)

First Name

Last Name

Address

City

State

Zip Code

Mobile Number

Type of Legacy Gift (Required)

I/we have included Peninsula Bridge in my/our estate plans through the following vehicle(s) (please check all that apply):

Other Gift Type

Gift Details (Optional)

To help Peninsula Bridge plan for the future, please provide the following optional information:

Estimated value of the gift ($)

If a Percentage of Estate, Please Specify %

Purpose of the gift (if restricted)

If not specified, your gift will be used for general purposes.

Recognition (Required)

For Recogition

I/we would like to be recognized as members of the Peninsula Bridge Legacy Circle. Please list my/our name(s) as follows for recognition purposesI/we prefer to remain anonymous

Name(s) for Recognition and Publications

Estate Planner/Executor

(Optional -- Providing this information will help ensure that your wishes are carried out.)

First Name

Last Name

Company

Mobile Number

Confirmation of Intent (Required)

I/we have made the appropriate arrangements to include Peninsula Bridge in my/our estate plans. I/we understand that this form is non-binding and does not constitute a legal or financial obligation. This form is intended to help Peninsula Bridge acknowledge my/our future gift and ensure it is used according to my/our wishes. Donor Signature(s)(Enter name)

Peninsula Bridge Information

Register Your Legacy

Peninsula Bridge Legacy Gift Intention Form

Peninsula Bridge

Follow Us: