Get the free Estate or Deferred Gift Commitment - UVM Alumni Association

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Grass Mount, 411 Main Street, Burlington, VT 05401 802-656-8600 ? 888-458-8691 (toll-free) 802-656-8678 (fax) www.uvmfoundation.org STATEMENT OF ESTATE OR DEFERRED GIFT COMMITMENT As evidence of my/our

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What is estate or deferred gift?

An estate or deferred gift refers to a contribution that is promised by a donor to be given to a nonprofit organization in the future, typically through a will, trust, or other planned giving instrument.

Who is required to file estate or deferred gift?

The individual or entity responsible for managing the estate or deferred gift is required to file the necessary paperwork. This could be the executor of a will or the trustee of a trust.

How to fill out estate or deferred gift?

To fill out an estate or deferred gift, you will need to gather all relevant information about the gift, such as its value, the planned timing of the gift, and any restrictions or conditions attached to it. This information is typically included in the appropriate tax forms for estate or gift tax purposes.

What is the purpose of estate or deferred gift?

The purpose of an estate or deferred gift is to provide financial support to a nonprofit organization or charity at a future date, typically after the donor's passing. It allows individuals to leave a lasting impact or legacy by supporting causes they care about.

What information must be reported on estate or deferred gift?

The information that must be reported on an estate or deferred gift includes the value of the gift, any restrictions or conditions attached to it, and the planned timing of the gift. It is important to accurately report this information for tax and compliance purposes.

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