Founders’ Society Enrollment Form "*" indicates required fields AAM Founders’ Society Enrollment Form The AAM FOUNDERS’ SOCIETY recognizes individuals and couples who have notified us that they have included AAM in their Will or other deferred giving plan. Hidden Date MM slash DD slash YYYY Name* Please give your full name Email* Phone* The best number to reach you, in this format: (###) ###-#### Name of Executor (if known) Executor’s Email Executor’s Phone Confirmation of Enrollment* I have included the AAM Endowment Fund in my estate plan. Type of Legacy* Life Insurance (AAM Endowment Fund as beneficiary) Bequest by Will Bequest by Trust Retirement Plan Assets (AAM Endowment Fund as beneficiary or percentage beneficiary) Other Recognition* AAM may list my/our names publicly as members of the Founders’ Society. I/We have made a provision for a gift, but prefer not to be listed publicly as members of the Founders’ Society. Names for Recognition Please list the name(s) you would like to be acknowledged as member(s) of the Founders’ Society This agreement is non-binding and does not constitute a legal promise of any future donation to The AAM Founders’ Society. I/we understand that this commitment is revocable and can be modified by me/us at any time. Please note: bequests or gifts other than publicly traded stock or cash must be accepted by the Board specifically. Please submit a copy of the document page that names AAM as a beneficiary with this form. This document will remain confidential and will only be seen by the chair of the Planned Giving Committee, Treasurer, and Communications Officer. You may submit the form below, or email to Joseph Arndt, chair of the Planned Giving Committee: jarndt@sjtulsa.org Submit document page naming AAM as a beneficiary You may submit this document here (PDF only), or email it directly to Joseph Arndt, chair of the Planned Giving Committee: jarndt@sjtulsa.org Accepted file types: pdf, Max. file size: 512 MB. Membership in the AAM Founders’ Society requires no minimum financial commitment. For more information about estate planning and wills, please contact: Joseph Arndt, chair of the Planned Giving Committee: jarndt@sjtulsa.org Comments This field is for validation purposes and should be left unchanged.