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New Planned Gift Form

Constituent Name:
UR ID:
Gift Type: Planned Gift
Gift Subtype:
Gift Date:
Amount:
Campaign:
Fund (Account Name):
Solicitor Name:
Vehicle: (Check one)
Bequest
Lead Annuity Trust
Remainder Annuity Trust
Lead Unitrust
Remainder Unitrust
Pooled Income Fund
Retained Life Estate
Other Planned Gift
Gift Annuity
Life Insurance
Receipt:
Receipt Amount:
Receipt Number:
Remainder Value /as of:
NPV /as of:
Are there accompanying documents?
Yes
No
Notes:
Email accompanying documentation to advimaging@richmond.edu.
Form Submitted by:
Form Submitter Email:
Date Submitted: