A practical way to make a planned gift to Mount Saint Mary's University is to include the Mount in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include the University in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, MSMU will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to Mount Saint Mary's University will remain completely confidential unless you authorize MSMU to publicize your gift. the Mount understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
I/ we hereby inform Mount Saint Mary's University, Los Angeles that I/we have made provisions in my/our estate plans.
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Name
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Birthday
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Spouse Name
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Birthday
Bequest in will % of Estate:______________________________
Living Trust Name/Date of Trust______________________________
Life Insurance Policy Policy Company Name______________________________
IRA or Retirement Plan Plan Name______________________________
The current value of my commitment is approximately $__________________.
When this gift is received by Mount Saint Mary's University, it is my/our wish that these funds be used for the following purposes:
The Greatest Need of the University
Other____________________________________________________________
If it is impossible or impractical to use the gift for the purpose(s) described above, the Mount Saint Mary's University Executive Committee of the Board of Trustees, in their discretion, may decide how to distribute the contribution to support the University.
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I wish my/our gift to be anonymous
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It is understood that Mount Saint Mary's University is a California non-profit corporation. Tax ID 95-1641455. It is understood that the foregoing information is correct as of the date below. I/we understand this commitment can be modified by me/us at any time.
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Signature
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Date
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Signature
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Date
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, MSMU will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.