Catherine's Legacy Society - Letter of Intent

The Catherine's Legacy Society recognizes individuals who have chosen to leave a legacy and advance the mission of Mercy High School, Burlingame by making a provision for a gift to the School in their estate plan.

Please complete this Letter of Intent to confirm your membership. This information is kept in strict confidence, subject to the authorization you provide.

Thank you. Please don't hesitate to reach out to the Advancement Office if you have any questions or concerns.

Namerequired

First Name

Last Name

Maiden Name (if applicable)

Graduation Class Year (if applicable)

Must contain only numbers

Email Addressrequired

Phone Numberrequired

Date of Birth

Must contain a date in M/D/YYYY format

Spouse Name (if applicable)

First and Last Name

Spouse Date of Birth

Daughters Full Name and Graduation Class Year for parents and parents of alumnae.

How would you like your name listed in public listing of Catherine's Legacy donors:Please select up to 1 choice

Yes, I'd like my name listed in Catherine's Legacy public donor lists.

No, I prefer to remain anonymous.

Please select up to 1 choice

How would you like your name to appear in any public Catherine's Legacy lists?required

Did you gift a percentage of your estate or a set dollar amount?

A Specific Bequest of $_____. Please note amount in the Box below if so desired.

A % Bequest of ____% valued at $_____. Please note % and $ value in the box below if so desired.

I would prefer not to state the % or value of the bequest at this time.

No, I have not included Mercy in my estate plan.

Thank you for completing this form. A member of the Advancement Team will reach out to you in the near future. If you would like to include any additional information, please do so here.

Namerequired

First Name

Maiden (optional)

Last Name

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Catherine's Legacy - Report a Gift Form

Catherine's Legacy

Catherine's Legacy Society - Letter of Intent

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