Get the free Planned Gift Intention Form - Giving to UC Santa Cruz - giving ucsc

Planned Gift Intention Form Confidential Print Form Reset Form Name Date of Birth Significant Other Date of Birth Address Phone Email Signature Date I/We have included UC Santa Cruz as a beneficiary

How to fill out planned gift intention form

How to fill out planned gift intention form:

1. Start by obtaining a copy of the planned gift intention form. This form is typically provided by the organization or institution to which you intend to make a planned gift.
2. Carefully read through the form, paying attention to any specific instructions or guidelines provided. Familiarize yourself with the purpose of the form and the information it requires.
3. Begin by providing your personal information. This may include your full name, address, phone number, and email address. Some forms may also ask for your date of birth and social security number or other identifying information.
4. Indicate the type of planned gift you intend to make. This could be a bequest through your will or living trust, a beneficiary designation on a retirement account or life insurance policy, a charitable gift annuity, a charitable remainder trust, or any other type of planned gift.
5. Provide details about the assets or funds you plan to donate. This may include specifying the amount or percentage of your estate, naming specific assets or property, or indicating the monetary value of your intended gift.
6. If applicable, indicate any specific restrictions or preferences you may have for how your gift should be used. This could include directing the funds to support a particular program, scholarship, or initiative within the organization.
7. Consider including a contingency plan. This is an optional step, but it allows you to outline what should happen to your gift if the original purpose or designated individuals are no longer valid at the time of your gift's fulfillment.
8. Review and double-check all the information you have provided on the form to ensure accuracy and completeness. Make sure all required fields are filled out and any necessary attachments or supporting documentation is included.
9. Sign and date the form, indicating your consent and acknowledgment of the information provided.
10. Depending on the organization's instructions, you may need to submit the completed form to a specific department, mail it to a designated address, or submit it electronically through a secure portal.

Who needs planned gift intention form?

1. Individuals who wish to make a planned gift to a specific organization or institution.
2. Donors who want to ensure their intended support is carried out according to their wishes and instructions.
3. Those who desire to have a lasting impact through a planned gift and want to clarify their intentions and formalize their commitment.

Note: It is advisable to consult with a legal or financial professional when considering a planned gift to ensure that the chosen vehicle aligns with your overall financial and estate planning goals.

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What is planned gift intention form?

Planned gift intention form is a document that outlines a donor's intentions to leave a gift to a charity or non-profit organization in their will or through other planned giving methods.

Who is required to file planned gift intention form?

Donors who have the intention of leaving a gift to a charity or non-profit organization through their estate planning are required to file a planned gift intention form.

How to fill out planned gift intention form?

Planned gift intention form can be filled out by providing details about the donor's contact information, the intended gift amount or asset, and any specific instructions for how the gift should be used.

What is the purpose of planned gift intention form?

The purpose of planned gift intention form is to document and confirm a donor's intention to leave a gift to a charity or non-profit organization, ensuring that their wishes are carried out after their passing.

What information must be reported on planned gift intention form?

The planned gift intention form typically requires information such as the donor's name, contact details, the type of gift being planned, and any specific conditions or restrictions for the gift.