I/We are pleased to advise Metro Caring that I/we have provided for a legacy gift through a provision in our will, trust, or another estate gift arrangement.

I/We give permission for Metro Caring to count the value of this gift as a revocable estate bequest in its fundraising totals. Metro Caring acknowledges that this bequest remains fully revocable, and the specifics of this gift will be treated as confidential.

Contact Information

First Name

Last Name

Street Address

City

Postal Code

State

Phone Number

I use these pronouns

He/ Him/ HisShe/ Her/ HersThey/ Them/ TheirsOtherPrefer not to say

Pronoun - Other

Birthdate

MM/DD/YYYY

Please check here to add partner or spouse information

Partner/ Spouse Contact Information

First Name

Last Name

Phone Number

I use these pronouns

He/ Him/ HisShe/ Her/ HersThey/ Them/ TheirsOtherPrefer not to say

Pronoun - Other

Birthdate

MM/DD/YYYY

Legacy Gift Plan Information

E-Signature (I agree that my electronic signature shall have the same force and effect as my written signature)

Date

Type of Legacy Gift

WillDonor Advised FundLife Insurance BeneficiaryRetirement Plan/ IRALiving TrustOther

Please add any other details you wish to share

I/We anticipate our future gift will be approximately (% or amount)

This form is non-binding and does not constitute a legal promise of any future donation. We understand your estate plans may change.

Purpose of the Legacy Gift to Metro Caring

May we list you as a Perennial Roots member in our publication?

I give permission to publish my name in your Annual Report

How would you like your name to appear in our annual report?

As with any decision involving your estate plans, we urge you to consider seeking the advice of professional counsel when considering a gift.