A practical way to make a planned gift to Watson Institute is to include Watson 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 Watson in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Watson will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to Watson will remain completely confidential unless you authorize Watson to publicize your gift. Watson 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 Watson Institute 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: $_______________
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Signature
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Date
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Name (please print)
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Signature
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Date
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Name (please print)
Contact information—representative of my estate:
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Name
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Telephone
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Role
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Email
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, Watson 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.
How to Give
Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.