Planned Gift Intention Form

Gift Planning

To notify Buckingham Browne & Nichols School that an estate gift has been arranged for its benefit, please fill out and submit this form or complete and mail this PDF to:

Michael O’Brien
Director of Development
Buckingham Browne & Nichols School
80 Gerry’s Landing Road, Cambridge, MA 02138
Phone: 617-800-2721
Email: mobrien@bbns.org

Personal Information

Information submitted through this webform is not legally binding.

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First Name*:

Last Name*:

Spouse/Significant Other First Name:

Spouse/Significant Other Last Name:

Address*:

City/Town*:

State/Province*:

ZIP/Postal Code*:

Phone*:

Email*:

Date of Birth*:

Your Gift Intention

Please provide the following information and attach a copy of the documentation or appropriate language from your will or trust, if available. Please complete all that apply.

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I/We want to support the mission of Buckingham Browne & Nichols School through a planned gift as described below:

I/We have included a bequest for BB&N in my/our will or living trust.

I/We have named BB&N as a beneficiary of an asset:

Retirement Plan

Bank, Investment, or Other Financial Account

Life Insurance Policy

Other…

I/We have named BB&N as a revocable beneficiary of a charitable remainder trust.

I/We have named BB&N as an irrevocable beneficiary of a charitable remainder trust.

Approximate anticipated value of gift:

Please provide a general description of the gift provision (such as, asset to be donated if other than cash or securities, how gift is to be used, whether gift is to create an endowment, etc.):

Yes, you may include me/us in listings of planned gift donors.

Please indicate how you would like your name(s) to appear in our Almy Society listings. (Please note the amount of your intended gift will not be published):

No, please do not include me/us in listings.

Signature*:

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BB&N recognizes that the value of deferred gifts and the provisions themselves may change over time. This form is used for recognition purposes only and it does not bind your estate or heirs in any way.

Contact Us

Office of Planned Giving ➜

Call: 617-800-2721

Email: mobrien@bbns.org