Legacy Gift Notification Form

Name *

First

Last

supporting intent comfortable

Phone *

Email *

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Letter of Intent

We are committed to the future of Committee on the Shelterless (COTS), its financial security, and its vision of ending homelessness in Sonoma County. We declare it is our intent to include COTS in our estate planning as a named beneficiary. By declaring this act, we accept membership in the COTS Legacy Society and pass on our support from generation to generation.

We intend to fulfill our intent through: *

A bequest in the amount listed below
A bequest for a currently undetermined amount
Life Insurance
IRA Designation
Remainder Trust
Lifetime Cash Gift
A gift of real estate
Other. Please describe below

Please list your bequest amount or describe your "other" gift here:

Signature *

Clear Signature

Print Name *

First

Last

Date *

If you are comfortable doing so, please upload any supporting documentation here or email it to Development at [email protected].

Click or drag a file to this area to upload.

Joining COTS' Legacy Society *

We give COTS permission to use our names in COTS' publications.
I wish to remain an anonymous member of the COTS Legacy Society.

Name(s) as it should appear for recognition:

Thank you for creating a lasting legacy with COTS. We are honored to have you as a member of our Legacy Society.

For additional information about leaving a legacy gift to COTS, please contact the COTS Development Department at [email protected].

Legacy Gift Notification Form

Legacy Gift Notification Form

Letter of Intent

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