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Donor Data Form

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Documents
- Donor Data Sheet (downloadable)
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- First Name REQUIRED Please fill out this field. Please enter valid data.
  
  Last Name REQUIRED Please fill out this field. Please enter valid data.
- Address REQUIRED Please fill out this field. Please enter valid data.
- City and State REQUIRED Please fill out this field. Please enter valid data.
- Zip Code REQUIRED Please fill out this field. Please enter valid data.
- Email REQUIRED Please fill out this field. Please enter an email address.
- Phone Number REQUIRED Please fill out this field. Please enter a phone number.
- I/We have made the following provision for the Ste. Marie Endowment Fund in my/our estate plan:
  
  Bequest a. Residuary bequest
  
  The Ste Marie Parish Endowment Fund's percentage of residue estate % Please enter valid data.
  
  Estimated value of bequest $ Please enter valid data.
  
  Bequest b. outright bequest in will
  
  Amount Please enter valid data.
  
  Bequest subject to the following conditions (please describe)
- Bequest Conditions Description Here
- Trust Arrangements with the Ste. Marie Parish Endowment Fund as beneficiary
  
  a. Present size of trust corpus $ Please enter valid data.
  
  b. The Ste. Marie Parish Endowment Fund's percentage of remainder interest $ Please enter valid data.
  
  c. Trustee (if other than Ste. Marie Parish Endowment Fund) Please enter valid data.
- Life Insurance Policy
  
  Policy face amount $ Please enter valid data.
  
  Current cash value $ Please enter valid data.
  
  Policy Number Please enter valid data.
  
  Name of Company Please enter valid data.
  
  Type of Policy Please enter valid data.
  
  The Ste. Marie Parish Endowment Fund's interest subject to conditions (please describe) Please enter valid data.
- Other Planned Gift(s)
  
  please describe
  
  Purpose of gift to the Ste. Marie Endowment Fund (please check) unrestricted to the Ste. Marie Parish Endowment Fund Restricted to Other Restrictions
  
  please describe restrictions Please enter valid data.
- Please list my/our name(s) in the Ste. Marie Parish Endowment Fund piblication of donors in the following manner:
  
  name(s) as you would like them to appear Please enter valid data.
  
  OR I/We prefer that the Ste. Marie Parish Endowment Fund does not include my/our name(s) in any publication of donors
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