Bequest Documentation Form

The Colby Willows Society recognizes alumni and friends of the College who have made a provision for Colby in their estate plans. These gifts have been the cornerstone of Colby’s financial success and stability, and the College is deeply grateful to each Willows Society member for this special expression of loyalty and support.

Please complete this form to signify your bequest intention. The information you provide to Colby will remain completely confidential unless you authorize the College to publicize your gift. Colby understands that all bequest provisions are revocable and that any intentions stated here are not binding on you or your estate. Thank you for your generosity.

Bequest Provision Description
Please briefly describe the provision(s) that you have made to include Colby in your estate plans. You may make a bequest using a will or a trust or by naming Colby as a beneficiary of retirement assets or a life insurance policy. Please fill out the form below and click "Send" at the foot of the page to document your bequest.
 
Bequest Documentation Form

I have made the following provision(s) for Colby in my estate plans:


I estimate the current value of the provision(s) to be as noted below:
I understand that various factors may affect the eventual amount of my gift and that Colby may take those factors into account when estimating the discounted present value of my gift.


It is my desire to have my eventual gift support the following initiatives:
I understand that at the time of my gift, if circumstances have changed so significantly that it is no longer practical to use it in this manner, the trustees of Colby College retain the right to use my gift for other purposes which most closely fit my original intent.


Please notify Colby when/if your plans change.

Willows Society Recognition
In the hope of motivating others to consider Colby in their estate plans, I authorize Colby College to include my name (as noted below) on any list and in publications in recognition of my support as a member of the Colby Willows Society. I understand that no information about the amount of my eventual gift will be publicized.
I prefer to remain an anonymous member of the Colby Willows Society.

Name:
Address:
E-mail address:
Phone:
Date of birth: