University at Albany
University Development
1400 Washington Avenue, UAB 226
Albany, NY 12222
Tel: (518) 437-5090
Fax: (518) 437-4957
www.ualbany.giftplans.org
LETTER OF INTENT
(NOTIFICATION OF REVOCABLE DEFERRED GIFT)
We are pleased to advise the University at Albany Foundation that we have provided for a gift
through a provision in our will, trust, retirement plan beneficiary designation, or another gift
arrangement, with a present estimated value of $_____________________________________
We direct that our gift be used for the following purpose or designation:
______________________________________________________________________________
We give permission for the University at Albany Foundation to count the value of our gift as a
revocable deferred gift in the fundraising totals for the University at Albany.
The University at Albany Foundation acknowledges that our future gift remains fully revocable
and the specifics of our gift will be treated as confidential. However, the University at Albany
Foundation may include our names with other donors in publications or donor listings.
______ Yes, List Names
______ No, Do Not List Names
______________________________________________________________________________
Donor Names as you wish to be listed
_______________________________
____________________________________
Donor Signature
Donor Signature
Date
Date
_______________________________
____________________________________
Print Donor Name
Print Donor Name
_______________________________
____________________________________
Birth Date (MM/DD/YYYY)
Birth Date (MM/DD/YYYY)
As with any decision involving your estate plans, we urge you to seek the advice of
professional counsel when considering a gift to the University at Albany Foundation.