Legacy Gift Intention Form

Donor Information

First Name

Last Name

Date of Birth

Phone

Street Address

City

State

Provinces

State/Province

Postal Code

Country

Gift Information

Type of Gift(s)

Will or TrustBeneficiary of IRA or Brokerage AccountBeneficiary of Life Insurance

Will or Trust

Amount

Anything else you'd like us to know about this gift?

Beneficiary of IRA or Brokerage Account

Amount

Please specify your desired allocation for this beneficiary gift: You can read more about the allocation options above.

Unrestricted fund (to support our operations or grant out to charities at our discretion) %

Distribute to charities at GiveWell’s discretion:

Anything else you'd like us to know about this gift?

Beneficiary of Life Insurance

Amount

Please specify your desired allocation for this beneficiary gift: You can read more about the allocation options above.

Unrestricted fund (to support our operations or grant out to charities at our discretion) %

Distribute to charities at GiveWell’s discretion:

Anything else you'd like us to know about this gift?

Are you interested in a call with GiveWell about your gift?

YesNo