CONFIDENTIAL INTENTION FORM

 

 

 

Dear Donor,

We realize that many people who plan to support The Philadelphia Orchestra or Ensemble Arts Philly through their estate and/or financial plans prefer to keep their intentions private. However, by letting us know of your plans, we can thank you during your life, and confirm that we are able to fulfill your stated intentions.

Please know that completing this form is non-binding — we understand that you may change your plans at any time. Please also know that all information you share with us is kept strictly confidential.

Natalie Sandstrom
Philanthropic Engagement and Legacy Giving Officer
The Philadelphia Orchestra and Ensemble Arts Philly
Phone: 215-790-5867
Email: nsandstrom@philorch.org

 

Planned Gift Notification—Confidential

Personal Information

Information submitted through this webform is not legally binding.
* indicates required response to complete form.

Name*:_______________________________________________________________________________

Spouse Name (if applicable):  ________________________________________________________________________

Address: _____________________________________________________________________________

City:_________________________________________________________________________________

Phone*: _____________________________  Email*: _____________________________

Date(s) of Birth: _______________________________________________________________________

 
 
Your Gift Intention

Please consider providing the following information, as it applies to your plans. You may also send any details, attachments, and questions to Natalie Sandstrom, Philanthropic Engagement and Legacy Giving Officer, at nsansdstrom@philorch.org.

My plans include:

  •  The Philadelphia Orchestra
  •  Ensemble Arts Philly
  •  Both
  •  

I/We want to support the mission of The Philadelphia Orchestra or Ensemble Arts Philly through a planned gift as described below:

  •  I/We have included a bequest for The Philadelphia Orchestra or Ensemble Arts Philly in my/our will or living trust.
  •  I/We have named The Philadelphia Orchestra or Ensemble Arts Philly as a beneficiary of an asset:
    •  Retirement Plan
    •  Bank, Investment, or Other Financial Account
    •  Life Insurance Policy
    •  Other:__________________
  •  I/We have named The Philadelphia Orchestra or Ensemble Arts Philly as a revocable/irrevocable (circle one) beneficiary of a charitable remainder trust.

The anticipated value of my/our gift is/will be approximately $_________or_______% of my/our estate. (If possible, please include a copy of the bequest language or other wording describing your planned gift.)

Please provide a general description of the gift provision (such as, asset to be donated if other than cash or securities, how gift is to be used, whether gift is to create an endowment, etc.):

_____________________________________________________________________________________

_____________________________________________________________________________________

  •  Yes, you may include me/us in listings of planned gift donors.

Please indicate how you would like your name(s) to appear in our The Frances Anne Wister Society (The Philadelphia Orchestra) and The Honickman Family Society (Ensemble Arts) listings. (Please note the amount of your intended gift will not be published):

_____________________________________________________________________________________

  •  No, please do not include me/us in listings.

Signature(s):                                                           Date:

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