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Impact Circle Legacy recognizes

individuals who have lovingly created

gifts to The Trevor Project in their estate

plans or as a bequest. By joining Impact Circle

Legacy you are automatically granted membership

in Trevor’s leading membership society, Impact Circle.

To learn about the benefits of Impact Circle membership,

visit thetrevorproject.org/impactcircle.

CHARITABLE BEQUESTS

If you are interested in naming The Trevor Project in your will, you can use the preferred bequest

language for tax-deductible charitable testamentary gifts in this document.

INSURANCE

To qualify for tax benefits of a gift of life insurance, The Trevor Project must be named as the owner and

beneficiary of the policy. No incidents of ownership should be retained by you as the donor. If the policy

is paid out, your charitable gift is generally the replacement value or cost basis of the policy, whichever

is less. Ongoing premiums paid on a gifted life insurance policy also qualify for charitable deductions.

CHARITABLE REMAINDER TRUST (CRT)

A CRT allows you to retain an interest in contributed property for a fixed number of years or for life

expectancy, and only have the property pass to charity at the end of the term. You, the donor, receive

an up-front income tax deduction for the present value of the property passing to charity at the end of

the term. More importantly, the CRT can sell appreciated property without incurring an immediate

capital gains tax. This can create tremendous opportunities for income tax deferral. A CRT can be

arranged through a local community foundation or financial planning firm.

CHARITABLE LEAD TRUST (CRT)

In contrast with the CRT, the CLT pays charity an up-front interest, usually for a fixed number of years. At

the end of the period, the property passes to your heirs. Gift and estate taxes are reduced because the

present value of the remainder interest to your heirs is reduced by the charitable income interest.

By signing this form, you acknowledge that you understand and agree to the following statement:

“I hereby notify you that I have included The Trevor Project as a beneficiary of my estate plan, by

making a provision for The Trevor Project.

I hereby give consent to The Trevor Project to recognize my commitment in its efforts to promote

acceptance and aid in suicide prevention among lesbian, gay, bisexual, transgender and questioning youth and am

pleased to participate in and be listed as a member of The Trevor Project – Impact Circle Legacy I understand that

recognition shall include my/our name being published in The Trevor Project’s Annual Report, as well as in

materials produced in connection with events presented for members of The Trevor Project - Impact Circle Legacy.

I understand that I must notify the Trevor Project in writing to have my name listed anonymously, removed, or

changed in donor listings and that Trevor may publish my name in additional materials for related recognition or

promotional purposes. As a recognized member of Impact Circle Legacy, I understand that I shall receive periodic

communications as a donor, and invitations to the organization’s special events.

This consent to have my commitment recognized does not relieve The Trevor Project of its responsibility

to maintain the confidentiality of my personal commitment and any documentation related to that commitment.

Nor does this indication of intent prevent my amending in the future an otherwise revocable provision I have made

for The Trevor Project.”

GIFT DETAILS

Approximate Value: $

Method of Contribution:

Charitable Bequest (eg. Last Will & Testament) Insurance

Charitable Remainder Trust Charitable Lead Trust

Other: __

DONOR INFORMATION (Your name(s) will appear in donor listings as written below)

Name 1

Name 2

______________

Signature(s) Date

Address City State Zip

RETURN TO

Jason Daniel Fair, Senior Major Gifts Officer PO Box 69232, West Hollywood, CA 90069

JasonDaniel.Fair@TheTrevorProject.org Phone 212.695.8650 ext 331 * Fax 310.271.8846