Estate Gift Form

Estate Gift Form
Thank you for including a gift to Lumen Christi Catholic Community and/or Highland Catholic School in your estate plans. Your generosity will help sustain and strengthen our faith community for years to come. This form will allow you to provide information about your gift to ensure that it will be used in accordance with your wishes.

Your Information

Full name REQUIRED Please fill out this field. Please enter valid data.

Date of birth REQUIRED Please fill out this field. Please enter a date.

Second name (if joint gift) Please enter valid data.

Date of birth Please enter a date.

Phone Number REQUIRED Please fill out this field. Please enter a phone number.

Email REQUIRED Please fill out this field. Please enter an email address.

Address REQUIRED Please fill out this field. Please enter valid data.

City REQUIRED Please fill out this field. Please enter valid data.

State REQUIRED Please fill out this field.

Zip REQUIRED Please fill out this field. Please enter a zip code.

Gift Information

I/we have made a provision for this gift through a:

Please select the giving vehicle through which you intent to make your planned gift to the parish and/or school.

Will or trust Donor-advised fund remainder* IRA/retirement plan* Charitable reminder trust (please attach copy) Life Insurance* Other

*Name of the organization/company where assets are held (if DAF, IRA, retirement, or life insurance gift): Please enter valid data.

Gift Designation: Please select which area(s) of our mission you would like your gift to support. Lumen Christi Parish Endowment Fund Lumen Christi Annual Fund (general support) Highland Catholic Endowment Fund Highland Catholic Annual Fund (general support) Area of greatest need See specific instructions. (Please share with the parish.)

Additional gift information (if necessary):

For long-term planning purposes, please share the estimated value of this gift as of today's date. (If your gift is a percentage of your estate, please indicated the approximate current value of your gift.) Please enter an integer (number).

Any supporting information you are willing to share with us, including a copy of the gift provisions for Lumen Christi and/or Highland Catholic and the contact information for your personal representative or trustee, would help us in administering your gift. We understand the value and type of your gift may change overtime and would appreciate notification of such changes. Any information you share will be kept confidential.

Circle of Light Heritage Society

All donors of estate or other planned gifts become members of the Circle of Light Heritage Society. REQUIRED Please do not publish my/or name(s) Please publish my/our name(s) as follows: Please fill out this field.

Please publish my/our name(s) as follows:

(ex. "Dr. John and Mrs. Jane Doe" or "Jane and John Doe")

Please enter valid data.

Final Information
This form does not create a binding commitment. By submitting this form, you are simply acknowledging your current plans to benefit the parish and/or school and giving us to direction as to your wishes.

Please print your name REQUIRED Please fill out this field. Please enter valid data.

Date REQUIRED Please fill out this field. Please enter a date.

I agree that printing my name and the current date will serve as my electronic signature.

I agree Please select this field.

Estate Gift Form

Sharing the Light of Christ for years to come!

Planned Giving

If you've already included the parish and/or school in your estate plans or as a benficiary of your retirement assets or life insurance, we invite you to share your intentions with us by completing the form below.