Bequest & Legacy Intention Form - American Friends of Jordan River Village

1 Your Information

So we can reach you and record your gift correctly.

Full name (as it should appear on our records)*

Street address*

City*

State*

ZIP*

Email*

Phone

2 Your Bequest

I have included AFJRV as a beneficiary of my * (choose all that apply)

Will or Living TrustNamed as a beneficiary in your estate plan Retirement PlanIRA, 401(k), 403(b), pension, or similar Life Insurance PolicyNamed as beneficiary or owner Donor-Advised FundNamed as a successor or final beneficiary Savings or Investment AccountPayable-on-death or transfer-on-death designation OtherTell us more in your message below

3 Gift Details

How would you describe the size of your gift?

A specific dollar amount A percentage of my estate The residual or remainder of my estateAfter other bequests and expenses are paid Undetermined at this timeThat’s alright — you can let us know later

I’d like to keep the value of my gift private.We’ll still record that a gift is planned — just not the amount.

4 Contingency If applicable

Only check these if they describe your plans.

My gift is contingent on the prior death of a spouse or partner. My spouse/partner has done the same.AFJRV will receive a gift upon the second death.

5 Recognition

How would you like to be recognized as a member of the Future Camper Society?

Recognize me by nameMay include listing within a dollar range List my name, keep the amount privateWe’ll list you as a “Planned Gift Supporter” Keep me fully anonymousName and amount both kept private

Please list my name as

6 Your Advisor Optional

If you’d like, share your attorney or financial advisor’s contact so we can coordinate with them.

Advisor / firm name

Advisor phone or email

7 Your Story Optional

What made you decide to include AFJRV in your plans? With your permission, we’d love to share it — but only if you say yes.

It’s okay to share this in AFJRV materials.

8 Review & Sign

Please note: this form is for informational purposes only and does not constitute a legal document, financial plan, or binding commitment. We encourage you to consult your attorney or financial advisor when making or updating your estate plans. Your gift remains fully revocable at any time.

Type your name as signature*

Date

I confirm the information above is accurate to the best of my knowledge, and understand AFJRV will follow up to thank me and welcome me to the Future Camper Society.

Prefer another way? Email legacy@afjrv.org or call 888-999-3054.

1 Your Information

2 Your Bequest

3 Gift Details

4 Contingency If applicable

5 Recognition

6 Your Advisor Optional

7 Your Story Optional

8 Review & Sign

Thank you.

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