Simmons University
Bequest Letter of Intent
CONFIDENTIAL
I/We, , desire to support Simmons University
and to encourage others to do likewise. Therefore, in addition to gifts which have already
been made to Simmons University or may be made in the future, I/we hereby declare
that I/we have made provision for Simmons University in my/our estate plans as follows:
I/We have made provision for Simmons University through a:
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Will
Testamentary Trust
IRA or Retirement
Account Donor-advised
Fund Charitable Trust
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Life Insurance Policy
Other (please specify):
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Gift Amount: $____________* Designation: _______________________________________
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*For provisions reflected as percentages and remainders, please provide a good-faith
estimate of the current gift value (at the time of this declaration):
Please welcome me/us into the John Simmons Society:
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I/We may be listed as a member
I/We prefer our estate commitment to remain Anonymous
Other information you would like to share with us (e.g. any contingency provisions
related to the gift, contact information of your estate planning advisor, etc.):
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Signature Date Signature Date
Please list my name for recognition purposes as follows:
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We recognize that your circumstances and the estimated gift values you provide can change over
time and we appreciate details of your arrangements to help us insure that your wishes are followed. We
would welcome for our confidential records a copy of your Will or Trust or the appropriate
section(s) thereof in order to assure our continued ability to fulfill your intentions. Thank you.
For more information, please contact: Simmons University, Office of Planned Giving, 300 The Fenway,
Boston, MA 02115; telephone: 800-831-4284; fax: 617-521-3791; email: plannedgiving@simmons.edu
