Edie Windsor Challenge Fund Bequest Intention Form

When you tell us you’ve planned a gift to SAGE in the future—and tell us what that gift is currently worth—SAGE will receive a current cash contribution. All you need to do is tell us some information about yourself and provide your best good-faith estimate of the value of your gift at present. Your bequest is revocable, and your estate plans can change at any time.

Terms of the match

If, as of July 1, 2018:

•  You had not yet told SAGE it was in your legacy planning, SAGE will receive $1 for every $10 of the value of your gift (up to $200,000) from the Edie Windsor Challenge Fund.
• You had previously told SAGE that the organization was in your legacy planning but hadn’t told us of its nature or value, SAGE will receive $1 for every $20 of the value of your gift (up to $400,000) from the Edie Windsor Challenge Fund.
•  You had not yet told SAGE it was in your legacy planning and do not list a value for your gift, SAGE will receive $1,000 from the Edie Windsor Challenge Fund.

Questions or concerns?

If you have questions about the SAGE Legacy Match Campaign or would like help in finding a gift that is right for you, please email Jerry Chasen, the director of legacy planning, or call him at 212-741-2247 x240.