A Gift to The American University of Rome

A practical way to make a planned gift to The American University of Rome is to include AUR in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include AUR in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, AUR will have an opportunity to recognize your generous support in your lifetime.

Information provided to signify your bequest intention to AUR will remain completely confidential unless you authorize AUR to publicize your gift. AUR understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.

I have made revocable gift commitments for The American University of Rome as follows (check all that apply):

Bequest Approximate value: $_______________

Life Insurance Policy Approximate value: $_______________

IRA or other retirement plan Approximate value: $_______________

Other asset Approximate value: $_______________

Recognition (Select one.):

I/we accept membership into the The Battista Society (recognition society for donors who have included The American University of Rome in their estate plan). Please publish my/our name(s) among your lists of The Battista Society members.
Please clearly print the text as it should appear: _____________________________________________

Please do not list my/our name(s) publicly.

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Signature

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Date

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Name (please print)

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Signature

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Date

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Name (please print)

Contact information—representative of my estate:

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Name

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Telephone

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Role

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Email

I have attached documentation from my will, retirement plan, life insurance policy, or trust.

If your gift is for a percentage of your estate, rather than a fixed amount, AUR will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.