Sample Estate Intention Letter
(For Wills, Trusts, IRAs, Retirement Plans, Life Insurance)
Dear President Trauth:
It is my pleasure to inform you that I have named Texas State University-San Marcos as a beneficiary of an estate gift. This letter signifies my intention to keep in force in my estate plan a donation of approximately $___________________ for the further benefit of (college, school, center).
Understanding that my gift intention is completely revocable, I will inform you should I change my intent toward the university or should the dollar value of my estate’s potential donation significantly increase or decrease.
I hope that my charitable intent will inspire others to contribute to Texas State University-San Marcos.
Name(s): Please Print
City, State, Zip
Assistant Vice President for Development
As with any decision involving your assets, we urge you to seek the advice of your professional counsel when considering a gift to Texas State University-San Marcos.