Bequest Notification Form

Confidential Bequest Notification Form

Name*
First Last
Date of Birth
MM slash DD slash YYYY
Spouse's Name (if applicable)
First Last
Spouse's Date of Birth
MM slash DD slash YYYY
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
PCJ Graduation School & Year (if applicable)
- College
- Pre-Theology
- Theology
Class of
My/our will and other estate planning documents, which include a provision for the Pontifical College Josephinum, were executed on:
MM slash DD slash YYYY
Type of Bequest*
- Percent of Estate
- Specific Amount
Amount of Bequest
To help the Pontifical College Josephinum plan for the future, the approximate amount of my/our bequest, based on today’s value, is:
Designation of gift: (will be Unrestricted unless noted otherwise)
Attorney/Advisor Name:
NB: The Josephinum Advancement Office will forward a copy of this form to your estate planning professional listed.
First Last
Attorney/Advisor Office Phone:
Attorney/Advisor Address:
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Signature
Date
MM slash DD slash YYYY
Spouse's Signature (if applicable)
Date
MM slash DD slash YYYY