Legacy Society

The Legacy Society was created for individuals that wish to see Lancaster School continue operating and that have made a financial commitment in support of this goal. These commitments can take the form of a bequest in a will or trust, as a designated beneficiary of an account which holds cash or other marketable securities, life insurance, a beneficiary designation of a tax-deferred or retirement account, real estate or any other asset of monetary value.

Legacy Society members who have informed LEFSA of their intentions will be recognized in numerous ways given their key role in ensuring the continual operation of Lancaster’s School. Being a part of this very important group brings with it lifetime membership in LEFSA. In addition, its members will be recognized in the Organization’s publications and other communications for their generosity and focus on the long-term viability of Lancaster’s education system.

Fred Wilebski

PoDCo, LLC

legacy society details

I/We wish to share my planned giving gift intentions and be recognized as a member of the Legacy Society.

________________________________________________________________

Name/s:

________________________________________________________________

Address: ________________________________________________________________

City: ________________________________________________________________

Phone: ________________________________________________________________

Email:

I/We have provided for the future of Lancaster School’s Endowment Fund in the following manner:

Bequest through will or trust
Bequest of retirement plan assets
Life insurance beneficiary designation
Real Estate (description) ____________________
Other: ____________________

The estimated current dollar value of my gift is $__________________________

OR ________ % of my will which is currently valued at ____________________*

Please attach a copy of the page or paragraph from the will or trust bequest, beneficiary designation form for life insurance, retirement plan or brokerage account statement that describes the gift provision.

*The Lancaster Endowment Fund School Association understands this estimated amount of all designated contributions may fluctuate and that the gift can be withdrawn by the contributor at any time.

Notes: Unless otherwise stated, all financial information provided will remain confidential. The Board of Directors of LEFSA reserves the right to accept or reject any and all intended gifts at their complete discretion.

Professional Advisors/Personal Representative (if applicable)

Name: ________________________________________________________

Firm: _________________________________________________________

Address: _______________________________________________________

Telephone: _____________________________________________________

E-mail: _________________________________________________________

City: ___________________________ State: __________ Zip Code: ________

By signing below I/we authorize you to contact the advisor listed above regarding my/our gift intentions to LEFSA.

________________________________ ______________

Donor Signature Date

________________________________ ______________

Donor Signature Date

Please list my/our names in the following manner:

Or I/we would prefer to be listed as anonymous member(s) of the Legacy Society, please check this box. _______

This form should be returned to:

Lancaster (Endowment Fund) School Association (LEFSA)

401 Central Avenue

Lancaster, MN 56735

Feel free to contact us at your convenience if you have any questions, concerns or require any additional information. You can reach us at (218) 762-5400 or at our e-mail address of mcoffield@lancaster.k12.mn.us.

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