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Counting Your Legacy Gift

Counting Your Legacy Gift

Using this simple Record of Gift Intention form, you can document your legacy gift (bequest, beneficiary or remainder bequest) to Agnes Scott College to count in your giving record, in the college’s fundraising totals, and in your Reunion Class Gift to All Funds during your 50th reunion year or later reunions.

The Record of Gift Intention is a non-binding, good faith estimate of your legacy gift, and allows you to specify how you would like the college to use your gift.

Agnes Scott records legacy gifts of those aged 60 to 69 at net present value, a calculation based on various statistics, and legacy gifts of those aged 70 or more at full face value. Legacy gift donors of age 59 or younger must wait until they are age 60 to have Agnes Scott record a specific amount for their legacy gift.

Reunion Counting

In the 50th and later reunions, your documented legacy gift intention (bequest, beneficiary or remainder bequest) will be counted at the full face value in the Reunion Class Gift to All Funds Alumnae Weekend trophy competition.

Legacy gift intentions documented after the 40th reunion year or at age 60 or more will count in the 50th Reunion Class Gift to All Funds. Legacy gifts documented after the 50th reunion will count in the next reunion year.

The legacy gift intentions of non-traditional-age Woodruff Scholar alumnae age 70 or more will count in their next reunion at full face value.