Office of Planned Giving, Niagara University | PO Box 2008, 5795 Lewiston Road, Niagara University, NY 14109 Paul A. Zablocki , Associate Vice President Institutional Advancement | pzablocki@niagara.edu 716.286.8590
A practical way to make a planned gift to Niagara University is to include NU in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include NU in your financial planning, please notify us by completing and returning this document to Paul A. Zablocki at pzablocki@niagara.edu. By documenting your bequest intention, NU will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to NU will remain completely confidential unless you authorize NU to publicize your gift. NU understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
Bequest Approximate value: $_______________
Life Insurance Policy Approximate value: $_______________
IRA or other retirement plan Approximate value: $_______________
Other asset Approximate value: $_______________
I/we accept membership into the Marcus Brown Heritage Society (recognition society for donors who have included Niagara University in their estate plan). Please publish my/our name(s) among your lists of Marcus Brown Heritage Society members.
Please clearly print the text as it should appear: _____________________________________________
Please do not list my/our name(s) publicly.
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Signature
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Date
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Name (please print)
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Signature
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Date
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Name (please print)
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Name
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Telephone
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Role
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Email
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, NU will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.