Live Oak Society Statement of Intent
Fill out our enrollment form below to join CFT's Live Oak Society
Name
First Name
Last Name
Spouse Name (if applicable)
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred Phone Number
-
Area Code
Phone Number
Email
example@example.com
I/We would like to discuss charitable giving goals and/or a planned gift to my fund at CFT. Please contact me.
Complete the Statement of Intent
Please include me in the Live Oak Society
I/We prefer not to be included at this time
If you do not wish to be included, please share with us why not:
Please let us know if your plans have changed.
Please list your name(s) as you would like to be listed in CFT’s website and/or publications:
Please list "Anonymous" if you do not wish to be listed publicly as part of the Live Oak Society
I have made CFT (including your fund) part of my planned giving using the following method(s):
Bequest in my Will
Life Insurance Beneficiary
Retirement Plan Beneficiary
Charitable Remainder Trust
Other
Name of Fund
Name of Attorney or Accountant
Approx. Gift Size
(We understand that this is not binding or definitive information. This information will not be associated with your name or fund name. It will only be used to show an aggregate amount of anticipated philanthropic contributions in our region).
Please verify that you are human
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Submit
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