Planned Gift Intent Form

Thank you for including The James Beard Foundation (JBF) in your estate plans. Planned gifts (including bequests, IRA or life insurance beneficiary designations, and more) are essential to sustaining JBF's mission and work, in support of independent restaurants driving towards a better food system.

Please do not include social security numbers, account numbers or other sensitive personal information with this form.

Please complete the information below, with our thanks.

First Name

Last Name

Mailing Street

City

State

Zip Code

Phone:

Email:

I / We intend to include The James Beard Foundation, a 501(c)(3) nonprofit organization (EIN: 13-2752108), in my / our estate plans, as a beneficiary of my / our (please check all that apply):

Please specify:

My / Our Gift Is:

Please specify amount:

Please specify percentage of estate or asset:

In Memory/honor of:

While this is my / our best estimate at this time, the amount of my / our future gift may be different. Although I / we intend this gift to remain in force, this document does not constitute a legally binding pledge.

Recognition of Future Gift

I / We would be pleased to be recognized for this commitment (name as listed below):

I / We prefer to remain anonymous.

Please specify name to be listed:

Purpose of Gift

Unrestricted support for JBF’s mission and greatest needs, to be determined by JBF’s Board of TrusteesSupport for a specific program or area of impact (please describe):

Please describe area of impact:

Professional Advisor Information (optional):

Advisor Name:

Firm:

Phone/Email:

Signature:

Date:

I / We would like to receive invitations and occasional updates on JBF’s impact work.

All bequest provisions are revocable and any intentions are not binding on your estate.

Privacy / Use of Information: JBF will use the information you provide to follow up on your planned giving inquiry and send you requested information. JBF may also send you occasional messages about other JBF programs and information sources. You can unsubscribe from JBF mailings at any time by following the instructions provided in those messages. JBF does not share its email lists with other organizations. Please see the JBF Privacy Policy at www.jamesbeard.org/privacy-policy for more information.

For more information, please contact us at patronprogram@jamesbeard.org.

Thank you for supporting the work and mission of The James Beard Foundation.