Leaving a Legacy with Planned Giving - Agnes Scott College

Please complete this form to share the details of the planned gift you have established to benefit the college. This document is non-binding and will remain confidential.

With this information:

• We can help you experience the joy of this gift during your lifetime.
• You will become a member of the Frances Winship Walters Society, which honors the generous visionaries who have chosen to secure the future of Agnes Scott College through legacy giving.
• We can help ensure your gift will be used in accordance with your wishes.

Mailing Address:

☐ I/we wish to remain anonymous and request that my/our name(s) not be publicly listed.

☐ I/we would be willing to have this gift intention profiled in a future Agnes Scott publication.

Please attach a copy of your gift documentation and describe the source of your gift:

☐ Will or Revocable Living Trust

☐ IRA, Retirement or Investment Account (Administrator/Account #: )

☐ Life Insurance Policy (Issuer: )

☐ Other (Please specify):

Contingencies: Please check if applicable.

☐ My bequest to ASC is contingent upon the prior death of a spouse, partner, child or relative.

☐ ASC will receive the gift after the lifetime of the surviving spouse, partner or successor beneficiary.

Designation of Commitment:

☐ Unrestricted to Agnes Scott College, for any purpose that supports its mission.

☐ To benefit an existing fund:

☐ To create a new fund. If you wish to create a new fund, please contact Liz Santamaria at the contact information below, to create a Legacy Gift Agreement outlining the criteria for use of the gift.

If, in the opinion of the Board of Trustees of the College, all or part of the gift cannot appropriately be used in this manner, Agnes Scott may use the gift for other purposes as nearly aligned with donor intent as the Board deems appropriate under the circumstances.

Please indicate:

☐ The specific amount of your gift to Agnes Scott: $ AND/OR

☐ Agnes Scott's portion of your estate/account: % and/or the approximate estimated value: $

☐ Future fluctuations in the market/economy may impact this value.

Successor recipient(s) of information relating to my gift:

Mailing Address:

Your signature(s)

This document does not bind you or your estate. By signing this form, you are acknowledging your plans to benefit Agnes Scott College in the future. We respectfully request notification of changes in the value and type of your gift. All information and supporting documents will be kept private and confidential.