Get Heritage Circle - Goshen College - Goshen

Filling out the Heritage Circle form for Goshen College is a straightforward process that allows you to express your commitment to planned giving. This guide will provide you with clear, step-by-step instructions to ensure that your intentions are accurately conveyed.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to obtain the Heritage Circle form and open it in your designated editor.
2. Begin by filling in your name(s) in the appropriate field. Please ensure that you provide the full name as it appears on official documents.
3. Next, enter your complete address, including street address, city, state, and ZIP code. This information is crucial for the college to maintain accurate records.
4. Provide your phone number in the designated field. This will be used for any necessary follow-up regarding your planned gift.
5. Input your birthdate(s) as requested on the form. This helps the college understand your planned giving intentions better.
6. Indicate the provision you are making for Goshen College in your estate plans. Select one of the options: Bequest, Gift Annuity, Trust Arrangement, Retirement Plan, or Life Insurance Policy, and fill in any applicable details as prompted.
7. If you are making a bequest, specify whether it is a residuary bequest, percentage of a residual estate, or an outright bequest. Enter the estimated value of your bequest in the provided fields.
8. Complete the section regarding your gift preference for how Goshen College should apply your gift. Choose among unrestricted, general endowment, or restricted options and provide any additional details as necessary.
9. Include your signature and date at the bottom of the form. If applicable, provide your partner's signature and date as well.
10. Once all fields are filled out, review the information for accuracy. After confirming that all details are correct, you can save changes, download, print the form, or share it as needed.

Complete your Heritage Circle form online today to ensure your contribution is recognized and honored.