The Legacy Society — Member Profile

Please fill out the form below to send us your member profile so that we may welcome you into the Legacy Society.

Required fields

Contact information

Name(s) *

Age

Age (spouse/partner)

Address *

City / State / Postal code *

Country

Telephone *

Email *

Society listing preference

Palo Alto Medical Foundation may include my (and, if applicable, my spouse's) name in the Legacy Society listings. Neither amount nor designation will be included. I am honored to be included in the Legacy Society; however, I prefer to remain anonymous.

Gift information (optional)

Please share, in confidence, more about your estate provision for Palo Alto Medical Foundation.

I have named Palo Alto Medical Foundation as a beneficiary of my:

Gifts Anyone Can Make

Wills and Trusts Appreciated Securities Life Insurance Retirement Plans

Gifts That Pay You Income

Charitable Gift Annuity Deferred Gift Annuity Charitable Remainder Unitrust Charitable Remainder Annuity Trust

Gifts That Protect Your Assets

Bargain Sale Charitable Lead Trust Retained Life Estate

Gift details (optional)

Specific dollar amount

Amount ($)

Percentage of estate/account

Percentage (%)

Estimated current value of the gift ($)

Gift use (optional)

Unrestricted (general operations)

Designated for a specific purpose

Designation

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The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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