Legacy Giving

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Name*

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Name of Next of Kin/Executor:

Contact Info for Executor:

I have named The Schwartz Center as a beneficiary in my will or estate plans.

Yes

I would like to make The Schwartz Center the beneficiary of all or a portion of the following assets:

a fully paid life insurance policy

an individual retirement plan (IRA), 401(k), 403(b), or qualified pension plan

a financial account (bank, trust, investment, etc.)

Please describe any specific terms or special arrangements if you care to share them:

I would like my name to appear in The Schwartz Center Legacy Society membership list as follows: (Please include spouse or partner if you wish. If you prefer to be listed anonymously, please indicate that below).

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