ATTACHMENT VII
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.
Sincerely,
Name(s): Please Print
Signature(s):
Address
City,
State, Zip
Date
Received:
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.