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August 2008
 
Planned Giving Opportunities
Gift Intention Form

As an expression of my/our commitment to the mission of The Philadelphia Orchestra, I/we take pleasure in declaring my/our intention to provide for the future of The Philadelphia Orchestra in my/our estate plan with a gift through:

my/our will
a trust agreement
my/our IRA or other retirement plan
a life-insurance policy
other:
     
In the approximate/exact amount of :
$
     
     

We would like to extend an invitation to those who have included The Philadelphia Orchestra in their estate plans to join the Wister Society as our way of thanking you for your thoughtfulness.

Please list me/us in Playbill and on the Orchestra’s website as
I wish to remain anonymous.
     
Name:
     
Address 1:
Address 2:
     
City:
     
State:
     
Zip:
     
Country (if not U.S.):
     
Phone:
     
Best time to call: PM
     
E-mail:
Confirm E-mail:
     

Comments or Additional Instructions:

     

Though this letter of intent is an expression of my/our current plans, I/we understand that I/we may modify or revoke it and that it is not a legal obligation binding on my/our estate or me/us.