Planned Giving Commitment Form

When you consider a legacy gift to Safe Alliance, you are taking an active role in positively changing the lives of thousands in our region. You join a group of individuals dedicated to building safer and more peaceful communities.

I/we would like to create a legacy of hope and healing for those impacted by domestic and sexual violence in Mecklenburg County in my/our estate plans.

* Indicates required field

Donor Information

Once you've completed the form, Tori Marshall, our Chief Advancement Officer, will reach out to guide you through the next steps.

First Name *

Last Name *

Address

City

State

Zip

Email *

Phone

Please recognize me/us as:

I/we would like to remain anonymous.

Please indicate your planned gift below:

Bequest

Life Insurance Policy Beneficiary

Retirement Plan Beneficiary

Charitable Remainder Trust

Please indicate your planned gift below:

This gift will be:

A specific amount:

A gift of a specific asset:

A percentage of the residuary of my estate, trust or retirement plan:

Please add any details you wish to share:

All information provided will be kept in the strictest confidence and will be used for internal planning purposes only. We understand that you may need to use estimates rather than exact figures.

Purpose of the planned gift to Safe Alliance:

Unrestricted gift to provide maximum flexibility for Safe Alliance to use for greatest need.

For a specific purpose:

For a specific purpose

Date *

Completion of this form is not intended to be legally binding, but notification of intent. Please discuss your planned giving intentions with your professional financial advisor. Safe Alliance is a 501(c)3 tax exempt organization. Tax ID #56-0529967. Contributions are deductible as allowed by law.

In an emergency please dial 911

Call the Greater Charlotte Hope Line 24/7 for info on parenting, domestic violence and sexual assault 980.771.4673.