The Order of the Oak: Intent to Leave an Elon Legacy

Providing this information about your bequest or estate gift to Elon University enables the university to thank you for your generosity during your life, and to plan and administer your gift in accordance with your wishes. Completing this form is non-binding as we understand that bequests are revocable and your estate plans may change. Please know that all information you share with us is kept strictly confidential.

Name*
Prefix First Last Suffix
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone*
Email*
Date of Birth*
MM slash DD slash YYYY
I/We have included Elon in my/our estate plan as follows:*
You selected other, please elaborate:
The estimated value today as a specific;*
Percentage
Please enter a number from 1 to 100.
Estimated Value Today
Amount
Please upload any relevant documentation
Drop files here or

Accepted file types: jpg, png, pdf, doc, docx, Max. file size: 49 MB.
Please include a copy of the bequest language, provisions or other wording describing your planned gift in your will or trust related to Elon University. For life insurance policies, retirement plans and annuities please attach a copy of your beneficiary designation. Statements or letters explaining your legacy plans are welcome.
Gift Designation
- My gift may be used for any Elon priority
- I wish my gift to be designated specifically for:
*You can designate to any area. To create a new endowment minimums and a separate agreement is required.
Please specify
Information on How Elon Should Acknowlege Your Gift:*
- Please list my/our name in Order of the Oak publications (gifts details are not listed). I/we wish to be listed as
- Please do not list my/our name and consider me/us to be anonymous members; do not list in Order of the Oak publications.
I/we wish to be listed as*
Signature*
Date*
MM slash DD slash YYYY
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Email
This field is for validation purposes and should be left unchanged.