Have You Included Illinois State in your estate plan?
Documenting Your Bequest
Illinois State University alumni and friends regularly share with us that they have included the ISU in their estate plans. Many provide details about their intentions, in effect "documenting" their future gifts that will benefit Illinois State. Here are five good reasons you should consider documenting your intentions with ISU.
Documenting your intentions will help ensure your wishes are met. With respect to designating a specific purpose or establishing an endowment, we will review or provide specific language. It also allows us to keep you apprised of new programs or developments that may impact your charitable intention.
Designating a Purpose
If you have not yet designated a purpose, simply complete a statement of intent to present your wishes. We will confidentially keep copies of your bequest documents in our records for future reference.
Estate gifts are a vital source of continuing support for the University. A robust planned giving pipeline inspires alumni and friends who have not yet shared their plans to follow in your footsteps. To date more than $85 million in estate commitments have been share with ISU.
Documenting your intentions will allow ISU to recognize you now for your future gift. Upon sharing your bequest intention, you will be enrolled as a member of the Heritage Society. If you wish, you may elect to decline membership. Additionally, you may remain anonymous and exclude your name from any donor listings.
By documenting your intentions, you are in no way entering into a legally binding agreement. You retain the flexibility to change your plans should your circumstances or priorities change. As a courtesy, we kindly ask that you notify us should you update your plans.
How To Document Your Bequest
To document your bequest, we request the following items be sent to the office of planned giving: