Confidential Intention Form

Information submitted through this form is not legally binding.

Personal Information

Please be sure to provide your name and contact information. Your responses will be treated confidentially.

First Name

Last Name

Spouse First Name

Spouse Last Name

Preferred Phone Number

Preferred Email Address

Preferred Mailing Address

City/Town

State

Zip Code

Date of Birth

Your Gift Intention

Please kindly upload any related information about your gift intention that might be useful to Robin Hood knowing about both now and into the future:

I/We want to support the mission of Robin Hood through a planned gift as described below.I/We have included a bequest for Robin Hood in my/our will or living trust.I/We have named Robin Hood as a beneficiary of an asset (please specify asset type below)I/We have named Robin Hood as a revocable beneficiary of a charitable remainder trust.I/We have named Robin Hood as an irrevocable beneficiary of a charitable remainder trust.

Asset Type

Retirement PlanBank, Investment, or Other Financial AccountLife Insurance PolicyOther

Other

I understand that I need not reveal the size of my gift in order to become a member of the Archer Legacy Society. However, to help Robin Hood with its long-term planning, I wish to disclose the following which will be held in strictest confidence:

My gift is stated as a specific dollar amount

My gift is stated as a percentage, which is estimated to be worth

Please provide a general description of the gift provision (such as asset to be donated). So Robin Hood can determine where it is needed most, your gift will be used for unrestricted purposes. Please contact Austin Wrubel if you would prefer to designate your gift at either wrubel@robinhood.org or 212-844-3521.

Listing Preference

Yes, you may include me/us in listings of planned gift donors.No, please do not include me/us in listings.

Please indicate how you would like your name(s) to appear in our Archer Legacy Society listings. (Please note: The amount of your intended gift will not be published):

If you have any questions, please contact Austin Wrubel at wrubel@robinhood.org

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Contact Information