Bequest Intention Form

Notice of Bequest Intention

I/we have made a provision in my/our current estate plan to benefit Claremont Graduate University as follows:

Type of provision:

I have included Claremont Graduate University in my will or living trust

I have named Claremont Graduate University as beneficiary of my retirement plan

I have named Claremont Graduate University as beneficiary of my life insurance policy or annuity contract

To ensure that your philanthropic intentions are successfully implemented, please provide a copy of the section of the document in which CGU is mentioned. (Just a few sentences in your will or trust is all that is needed; please see our bequest language page for examples.) You may provide a letter from your financial or legal advisor describing your future gift to the university. Your legal advisor or you can email this copy to: plannedgiving@cgu.edu.

It is my/our understanding that bequest provisions are nonbinding and revocable. In the event of unforeseen circumstances which require any further change in the above estate planning provision(s), I agree to notify CGU of such change.

Please complete:

Name*

Spouse's name

(Please include your spouse's name if this is a joint gift)

E-mail address*

Phone number

Address

City

State

Zip

For more information, please contact Claremont Graduate University at plannedgiving@cgu.edu or (909) 621-8027.

* Required

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.