Planned Giving Notification

BECOME A MEMBER OF THE COLONEL’S CLUB

Thank you for your interest in, and generosity to Adirondack Scholarship Foundation! We invite you to become a member of The Colonel’s Club, which recognizes donors who have made planned gifts or who have included The Foundation in their estate plans.

Please complete and sign the form below to notify The Foundation of your bequest, or of your intention to include The Foundation as a beneficiary of your retirement plan, life insurance policy, or other asset.

If you are formalizing your bequest by Will, we need only your written estimate of the current value of the portion of your estate designated for The Foundation. It is useful, but not mandatory, for us to receive a copy of the relevant section(s) of your Will.

If you are naming The Adirondack Scholarship Foundation as a beneficiary of your retirement plan, life insurance policy, or a number of other assets, we will need in writing your estimated amount intended for The Adirondack Scholarship Foundation and a copy of your beneficiary form. It is useful, but not mandatory, for us to receive a copy of a recent statement of any designated account(s).

Tell Us About Your Legacy Gift

This bequest is non‐binding and can be revoked at any time.

YES! I would like to become a member of the Colonel’s Club. To support The Adirondack Scholarship Foundation (The Foundation), I have included a bequest to the Foundation as part of my Estate Plan.

* Indicates required field

Name *

First

Last

Email *

Phone Number *

Address *

Line 1

Line 2

City

State

Zip Code

Country

This non-binding commitment may be an estimate of your projected gift.

Current amount of your gift: *

I will forward copies of the relevant page(s) or beneficiary form(s) from my: *

Will or living trust Life insurance policy Retirement accounts (s) Trust(s) held outside of The Adirondack Scholarship Fndn., Inc. Brokerage/bank/stock account(s) Other (see below)

Other asset: *

I would prefer to make this gift anonymously and request NOT become a publicly recognized member of the Colonel’s Club at this time. *

Yes

E-Signature *

Date *

Comment *

Submit

Please keep a copy for your files and send us your documentation in whichever way you prefer:

Mail: PO Box 97, Willsboro, NY 12996
Email: adkscholarship@gmail.com