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Get the free Legacy Society Form - Community Foundation for Northeast Michigan - cfnem

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Joining the Legacy Society The Legacy Society recognizes individuals and couples who have notified the Community Foundation that they have named the Community Foundation for Northeast Michigan as
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How to fill out a legacy society form:

01
Start by gathering all the necessary information and documents. This may include your personal information, such as your full name, address, and contact details, as well as any relevant legal documents like a will or trust.
02
Read through the form carefully to understand what information is required. Pay attention to any specific instructions or guidelines provided.
03
Begin by providing your personal details, including your full name, address, phone number, and email address. Make sure to double-check the accuracy of this information.
04
If required, indicate your relationship to the organization or institution that is offering the legacy society form. This may include details such as if you are an alumna/alumnus, a previous donor, or a supporter of the organization's mission.
05
Specify the type of gift or bequest you intend to make. This could include options like a cash donation, property, stocks, or a percentage of your estate.
06
If applicable, provide details about any specific restrictions or conditions you would like to attach to the gift. For example, if you wish for the donation to be used for a particular program or scholarship.
07
Review the form once completed to ensure all information is accurate and legible. Make any necessary corrections or additions.
08
Sign and date the form. Some forms may require additional witness signatures or notarization. Follow the instructions provided on the form accordingly.

Who needs a legacy society form:

01
Individuals who wish to leave a lasting impact and support an organization or institution through planned giving.
02
Donors who want to ensure their assets or properties are allocated according to their wishes and to benefit a specific cause or mission.
03
People interested in providing financial support to an organization beyond their lifetime, thus joining a legacy society and becoming a part of its continued growth and success.
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The legacy society form is a document used to report information about individuals who have made planned gifts or donations to an organization's legacy society.
The organization that operates the legacy society is required to file the legacy society form.
The legacy society form can be filled out online or in paper form, and requires information about the donor, the planned gift or donation, and any restrictions on the gift.
The purpose of the legacy society form is to keep track of planned gifts or donations made to the organization's legacy society and to ensure that they are used according to the donor's wishes.
The information that must be reported on the legacy society form includes the donor's name, contact information, the amount of the planned gift or donation, and any restrictions on the gift.
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