Leaving a Legacy Gift to Muhlenberg College

A Gift to Muhlenberg College

A practical way to make a planned gift to Muhlenberg College is to include Muhlenberg in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include Muhlenberg in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Muhlenberg will have an opportunity to recognize your generous support in your lifetime.

Information provided to signify your bequest intention to Muhlenberg will remain completely confidential unless you authorize Muhlenberg to publicize your gift. Muhlenberg understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.

I have made revocable gift commitments for Muhlenberg College as follows (check all that apply):

Bequest Approximate value: $_______________

Life Insurance Policy Approximate value: $_______________

IRA or other retirement plan Approximate value: $_______________

Other asset Approximate value: $_______________

Recognition (Select one.):

I/we accept membership into the Circle of 1848 (recognition society for donors who have included Muhlenberg College in their estate plan). Please publish my/our name(s) among your lists of Circle of 1848 members.
Please clearly print the text as it should appear: _____________________________________________

Please do not list my/our name(s) publicly.

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Signature

________________________________________________
Date

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Name (please print)

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Signature

________________________________________________
Date

________________________________________________
Name (please print)

Contact information—representative of my estate:

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Name

________________________________________________
Telephone

________________________________________________
Role

________________________________________________
Email

I have attached documentation from my will, retirement plan, life insurance policy, or trust.

If your gift is for a percentage of your estate, rather than a fixed amount, Muhlenberg will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.