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L LEGACY N E WS A N D I DE AS F OR G I V I NG E F F E C T I V E LY FALL 2013 THE EFFECT OF GIFT PLANNING ON YOUR FINANCES G i v e to Va n d e r b i l t a ND receive an n in come in return Vanderbilt
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Gather information: Start by collecting all the necessary information about your assets, such as bank accounts, investments, properties, and personal belongings. Make a list of everything you want to include in your legacy.
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Legacy giving involves leaving a gift in your will to a charity or organization that you care about.
Anyone who wants to leave a gift in their will to a charity or organization is required to file legacy giving to.
To fill out legacy giving, you need to consult with a lawyer or estate planner to ensure that your wishes are properly documented in your will.
The purpose of legacy giving is to support a cause or organization that is important to you even after you are no longer here.
The information that must be reported on legacy giving includes details about the charity or organization receiving the gift, the amount or percentage of the gift, and any specific instructions.
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