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Legacy Gift Form

Give

Leave a Legacy to Thaddeus Stevens College through the Thaddeus Stevens Foundation

I/We want to provide for the future of Thaddeus Stevens College of Technology through a gift in my/our will and here inform the College of my/our plan. I/We understand that this legacy gift intention does not constitute a legal obligation and will not be legally binding in any way on me, my heirs, or my estate.

Legacy Giving Form

Planned giving interest form

Name(Required)

First Last

Phone(Required)

Email(Required)

If you are giving with a partner or spouse, please include their information here as well:

Name(Required)

First Last

Phone

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Direction for Future Gift(Required)

For the greatest need

Scholarship

Academic Program

If you selected Scholarship or Academic Program, please list the scholarship name or academic program name:

Future Gift Details: Please share as much information about your intended gift as is comfortable for you:

I/We have made a provision to leave a legacy to Thaddeus Stevens College of Technology through my/our:

Will

Stock

Retirement Plan/IRA

Living Trust

Life Insurance Policy

Other

I/We wish to inform the College for long-term planning purposes that the current value of my/our future gift is:

This amount is kept confidential. I/We understand that by stating an amount, my/our estate is not legally bound by this statement and I/we may choose to add, subtract, or revoke this bequest at any time at my/our sole discretion.

Sample language for will or living trust: “I bequeath (percentage/dollar amount) to the Thaddeus Stevens Foundation, 740 East End Avenue, Lancaster, PA 17602, Tax ID # 23-6406980.”

Contact for future gift: Providing the name for your attorney, plan, policy, or broker helps ensure that assets are transferred as you intend in the future.

Name

First Last

Phone

Legacy Acknowledgement: The Thaddeus Stevens Foundation is proud to honor our legacy partners with special recognition as members of the Thaddeus Stevens Legacy Society, inspiring others to give. Please note that gift amounts are not published.

Legacy Acknowledgement Choice

I want to inspire others to give. Please include my name on the Legacy Society donor list.

Please do not publish my name on the Legacy Society donor list.

Please note that the information on this form does not constitute legal, accounting, or tax advice. Please consult your tax, legal, or financial advisor to determine the best way to make a charitable donation that aligns with your financial needs. The Thaddeus Stevens Foundation, a charitable organization under Section 501(c)(3) of the Internal Revenue Code, is exempt from federal taxation. As a national best practice, realized gifts are assessed a modest administrative fee to provide essential support for the Foundation. Please contact us for more information.