Southern California College of Optometry
Office of Advancement
ESTATE INTENTION FORM
My Will/Trust was signed on
. (mm/dd/yy)
My Will/Trust provides that
% shall be bequeathed to the Southern California College of Optometry through my estate.
I estimate that the value of this provision in my estate plan would be approximately $
.
or
My Will/Trust provides that $
shall be bequeathed to the Southern California College of Optometry through my estate.
My Will/Trust provides that the following items of real or personal property shall be bequeathed to the Southern California College of Optometry through my estate:
My Will/Trust states that the bequest through my estate should be used for the following specific purpose:
My Will/Trust states that the bequest through my estate is unrestricted.
My intentions are listed below. Please follow the instructions below.
I understand that listing my gift may be an incentive to others and I am willing to be publicly acknowledged.
or
I prefer not to be listed or acknowledged publicly at this time.
I understand that this is not a legal or binding commitment upon my estate. The Southern California College of Optometry should understand that the size of my future gift might be significantly different from the amount estimated above. If for any reason in the future the Southern California College of Optometry is no longer included in my estate plan, I will notify you so that you can update your records and remove me from the Visionaries Society.
Donor Name:
Phone #:
Email:
Date:
