Legacy Giving Gift Notification Form

We sincerely appreciate those who have chosen to support Equest through their estate planning. If you've made such a gift, we'd love to hear from you, extend our sincere thanks, and welcome you to Equest.

Confidentiality is assured for all information received, and we respect any preference of anonymity.

First Name

Last Name

Phone

Email

Address Line 1

City

State/Province

Postal Code

I have included a gift to Equest in my estate plans through my: (Please check all that apply.)

Will or living trustIRA or retirement planBank/Financial accountDonor advised fundCharitable remainder trustInsurance policy

The approximate value of my gift today:

Less than $50,000$50,000 to $99,999$100,000 to $249,000$250,000 to $499,999$500,000 to $999,999$1 million or morePrefer not to disclose at this time

Specific amount ( please specify)

My future gift will support

The area where it is needed most

Other ( please specify)

My gift is in honor of or in memory of:

Note: This document is intended to express intent only and does not constitute a legal obligation for you or your estate.

Questions? Please reach out to Malcolm Hodge at mhodge@equest.org

Contact Information