Get Statement Of Intent Form (.pdf) - Warren Wilson College - Warren-wilson

Filling out the Statement Of Intent Form is a vital step for individuals looking to support Warren Wilson College through a gift. This guide will provide you with clear, step-by-step instructions to complete the form accurately and efficiently.

Follow the steps to complete the Statement Of Intent Form.

1. Click the ‘Get Form’ button to access the Statement Of Intent Form and open it in your preferred editor.
2. Begin by entering your name(s) in the designated field. Ensure that all details are complete and accurate to avoid any delays.
3. Input your birthdate(s) in the specified section to confirm identity and eligibility.
4. Indicate your intention to provide a gift by selecting the method of your gift. Choose from options like bequest through will, charitable trust (unitrust, annuity trust, etc.), or specify another method.
5. For monetary gifts, specify the amount or percentage of your estate. If applicable, provide a brief description of any related instruments like an IRA or retirement plan.
6. Estimate the current value of your gift in today’s dollars in the appropriate section.
7. State whether this form is an update to a previously documented gift plan.
8. Decide whether your future gift should be unrestricted or specify the intended purpose. Provide details if you wish to indicate a specific purpose for the donation.
9. Select your preference regarding the notification of your gift. Choose between publicizing information about your gift or keeping it anonymous.
10. Sign and date the form in the donor signature section to finalize your intentions. Provide the name of the Advancement staff member for processing.
11. After completing all sections, review your form for accuracy. You can then save your changes, download the form for your records, print it, or share it as needed.

Complete your Statement Of Intent Form online today to support Warren Wilson College.