Lumen Society Enrollment Form

Enrollment Form

Thank you for making a lasting commitment to the mission of Vitae Foundation through a planned or deferred gift.

By completing this Letter of Intent & Enrollment Form, you are documenting your intention to include Vitae Foundation in your estate or financial plans. This declaration is voluntary, non-binding, may be changed at any time, and allows us to welcome you as a member of the Lumen Society.

Donor Information

Name(s) *

Preferred Recognition Name (if different):

Street Address *

City

State/Province

ZIP / Postal code

Phone *

Email *

Date of Birth (Optional)

Planned Gift Information

I/We have included, or intend to include Vitae Foundation in my/our estate or financial plans through one or more of the following:Will (Bequest)Living TrustRetirement Plan/IRA Beneficiary DesignationLife Insurance Beneficiary DesignationDonor-Advised Fund Succession PlanCharitable Remainder TrustCharitable Lead TrustOther

Gift Status

My/Our planned gift has been completedI/We intend to complete my/our planned giftI/We would like additional information about planned giving opportunities

Documentation of Gift (Optional)

Providing documentation is appreciated but not required. Documentation allows Vitae Foundation to accurately record and steward your legacy commitment.

Please indicate one: *I/We have attached documentation of my/our planned giftI/We have previously provided documentation to Vitae FoundationI/We prefer not to provide documentation at this timeI/We will provide documentation at a later date

Examples of documentation may include:
• A copy of the relevant page of your will or trust
(personal financial information may be redacted)
• A beneficiary designation confirmation
• A letter from your attorney or financial advisor
• Other written confirmation of your charitable intention

Recognition Preference

You may recognize my/our membership in the Lumen SocietyI/We prefer to remain anonymous

Optional Gift Information

The following information is optional and will be kept confidential.

Intended Use of GiftGreatest Mission NeedEndowmentOther

Professional Advisors

Attorney Name

Attorney Firm

Attorney Phone

Attorney Email

Financial Advisor Name

Financial Advisor Firm

Financial Advisor Phone

Financial Advisor Email

CPA/Trust Officer Name

CPA/Trust Officer Firm

CPA/Trust Officer Phone

CPA/Trust Officer Email

I/We authorize Vitae Foundation to communicate with the advisor(s) listed above regarding my/our charitable intentions, if appropriate.Agree

Additional Comments

Statement of Intent

I/We understand that this Letter of Intent is a voluntary statement of my/our current charitable intentions.

It is not a legal or binding agreement, creates no contractual obligation on either party, and may be changed or revoked at any time.

By signing below, I/We affirm that Vitae Foundation has been, or will be, included in my/our estate or financial plans through a planned or deferred gift.

I/We have informed, or plan to inform, my/our attorney, executor, trustee, financial advisor, or family of these charitable intentions.Agree

Signatures

Donor Signature

Printed Name

Today's Date

Co-Donor Signature

Printed Name

Today's Date

Questions?

For more information about the Lumen Society or planned giving opportunities, please contact Jerry Pickman, Chief Philanthropy Officer at jerry.pickman@vitaefoundation.org or (816) 646-2078.

Thank You

Thank you for becoming a member of the Lumen Society.

Your legacy is more than a future gift—it is a lasting expression of your values. Through your generosity, future generations will continue to encounter life-affirming truth, compassionate outreach, and transformative messaging that advance the mission of making abortion unthinkable.

Your commitment today can light the way for future generations!