Part A Part B Questionnaire
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PART A
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I have included the Center for Family Services of Palm Beach County, Inc as a beneficiary of my
Will/Living Trust
Retirement Plan
Savings Account
Life Insurance Policy
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My bequest is a percentage worth approximately (Please provide your best estimate of the value of your future gift based on the approximate value of your assets):
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My bequest is in the specific amount of:
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I wish to keep the value of my bequest private
Yes
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Please indicate if one (or both) applies to you:
My gift is contingent on the prior death of a spouse or partner.
My spouse/partner has done the same. CFS will receive a gift upon the second-to-die.
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Recognition: I would like to be recognized as (most listings are First and Last name only):
Required Recognition: I would like to be recognized as (most listings are First and Last name only):!
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Recognition:
I want to be recognized for my gift, which may include listing my name within a dollar range
I want to keep my gift amount private. Please list my name under Legacy Giving Society
I want to keep my name and gift amount private. Please list me as Anonymous.