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Tell Us About Your Planned Gift
for Metrocrest Services
Thank you for your intended future gift to Metrocrest Services. By letting us know, we will be able to honor your wishes of how you would like to be recognized and fulfill our duties of your designation preferences to build a thriving community for all. A representative from the Metrocrest Services Development Department will contact you within 3 business days of you submitting this form. Please email Director of Development, Hayden Austin, at
haustin@metrocrestservices.org
with any questions.
This form is not legally binding and will remain confidential.
1. First Name
Last Name
2. Email
3. Birthdate
4. Phone Number
5. Street
City
State
ZIP
6. For recognition purposes, please write how you want the gift listed (i.e. Dallas Austin, The Austin Family, the Austins)
7. Briefly describe your designation, and how your gift should be used, if you would like your gift to be applied to general funds please write "General"
8. Recognition Privacy Options
You may list my/our gift in a public manner via the listing provided above (Metrocrest Services will notify you before it is listed and the details of your gift would not be listed, only the answer you gave in Number 6 would be listed)
Please do not include my/our name in any public listings of donors
Along with public records, I also would like my gift to be anonymous in Metrocrest Services Records
9. Your Gift
I have included a gift in my will or a Trust
Beneficiary of Retirement Fund/IRA
Beneficiary of Life Insurance Policy
Other Item or Asset (Please describe)
I have included a future gift in another way
I intend to include Metrocrest Services in my estate plans but would like to know more about gift options and designation opportunities
Other item or asset description
10. If applicable, please provide the percentage of your gift compared to the whole of the item (i.e. 10% of my will)
%
11. Please provide the Estimated Amount of Gift to Metrocrest Services (i.e. $10,000). If you do not know at this time, please put the number "0" to be able to submit this form.
$
12. Do you have copies of any documents (or relevant pages) that include provisions for Metrocrest Services that you would like to share?
Yes
No
Please submit any relevant documents here
13. Please provide any additional information you would like to share