Letter of Intent

Letter of Intent

I am/We are committed to the future of United Way of Roanoke Valley (UWRV) and its financial security. My/Our signature(s) below represent my/our commitment to include UWRV in my/our estate planning. This letter of intent is an expression of my/our current philanthropic plans. I understand that I/we may modify or revoke it at any time and this form is not a legal obligation binding me/us or my/our estate.

Legacy Recognition Levels	Dollar Amount
Leadership Legacy Circle	Minimum commitment $50,000 - $250,000
Tocqueville Legacy Circle	Minimum commitment $250,000 - $500,000
1924 Legacy Circle	Minimum commitment $500,000

Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Home Phone
Please enter a valid phone number.
Mobile Phone
Please enter a valid phone number.
Email
example@example.com
I/We intend to provide a legacy gift to UWRV through:

A bequest in a Will or TrustLife insuranceGift of Policy to UWRVDesignation of UWRV as BeneficiaryIRA/Retirement Plan Beneficiary DesignationOther
If you selected other, please describe:
The approximate value of my/our commitment will be:
Please enter dollar amount here.
The approximate percentage of my/our assets I/we intend to bequeath is:
Please enter percentage here.
Please contact us to discuss other tax advantaged lifetime income options.I/We have already completed the steps to include UWRV in my/our will/estate plan.I/We give UWRV permission to include my/our name(s) in a listing of those who have made legacy commitments to UWRV.I/We wish to remain anonymous, please do not include my/our name(s) in any listing
If you wish to be recognized, please let us know how you would like for us to list your name/names:
I will formalize my gift within 12 months of signing this Letter of Intent.
Signature

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** For your records, our nonprofit tax ID number is 54-0535302
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