ATTACHMENT VIII

Sample Anonymous Estate Intention Letter

(For Wills, Trusts, IRAs, Retirement Plans, Life Insurance)

Dear President Trauth:

It is my pleasure to inform you that one of my clients, who wishes to remain anonymous at this time, has named Texas State University-San Marcos as a beneficiary of his/her estate plan. This letter signifies my client’s intention to keep in force in his/her estate plan an estate gift currently estimated at $___________________ to the university for the further benefit of (college, school, center).

Understanding that my client’s gift intention is completely revocable, I will inform you should my client change his/her intent toward the university or should the dollar value of his/her estate’s potential donation significantly increase or decrease.

On behalf of my client, I hope that his/her charitable estate gift will inspire others to contribute to Texas State University-San Marcos.

Sincerely,

Name of Attorney

Attorney’s Signature

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.