Confidential Intention Form

Information submitted through this webform is not legally binding.

Personal Information

First Name:

Last Name:

Spouse First Name:

Spouse Last Name:

Address:

City/Town:

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Date of Birth:

Your Gift Intention

Please provide the following information and attach a copy of the documentation or appropriate language from your will or trust, if available. Please complete all that apply.

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I/We want to support the mission of Woodstock Area Jewish Community Inc. through a planned gift as described below:

I/We have included a bequest for Congregation Shir Shalom in my/our will or living trust.

I/We have named Congregation Shir Shalom as a beneficiary of an asset:

Retirement Plan

Bank, Investment, or Other Financial Account

Life Insurance Policy

Other:

I/We have named Congregation Shir Shalom as a revocable beneficiary of a charitable remainder trust.

I/We have named Congregation Shir Shalom as an irrevocable beneficiary of a charitable remainder trust.

Approximate anticipated value of 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.):

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Your Gift Intention

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