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Legacy Fund Agreement This agreement is between the Lawton Community Foundation, an Affiliated Fund of the Oklahoma City Community Foundation, and the following donor(s): The purpose of the agreement
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How to fill out legacy fund agreement

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How to Fill out a Legacy Fund Agreement:

01
Obtain a copy of the legacy fund agreement form from the appropriate organization or institution.
02
Read through the agreement thoroughly to understand its terms and conditions.
03
Fill in your personal information accurately, including your full name, address, and contact details.
04
Provide details about the purpose of the legacy fund, such as the specific cause or project it supports.
05
Indicate the amount or percentage of your donation or bequest that you intend to allocate to the legacy fund.
06
If applicable, specify any conditions or restrictions you would like to impose on the use of the funds.
07
Consider designating a contingent beneficiary in case the primary beneficiary is unable to receive the funds.
08
Date and sign the agreement, ensuring that your signature is witnessed by a competent individual.
09
Submit the completed legacy fund agreement to the organization or institution responsible for managing the fund.

Who Needs a Legacy Fund Agreement:

01
Individuals who wish to create a lasting impact or support a cause close to their hearts through a financial legacy.
02
Donors who want to ensure their assets, such as money, property, or investments, are allocated according to their wishes.
03
Those who want to provide ongoing support for charities, non-profit organizations, educational institutions, or other philanthropic endeavors even after their passing.
04
Families or individuals who want to establish a fund to honor and preserve their family name or legacy.
05
Any person interested in leaving a legacy and making a meaningful contribution to society, making a positive difference for future generations.
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Legacy fund agreement is a legal document that outlines the terms and conditions for the distribution of funds from a legacy fund.
The organization or individual responsible for managing the legacy fund is required to file the legacy fund agreement.
To fill out the legacy fund agreement, you must provide information about the purpose of the fund, the beneficiaries, the distribution schedule, and any other relevant details.
The purpose of legacy fund agreement is to ensure that the funds from the legacy fund are distributed according to the wishes of the donor or the terms outlined in the agreement.
The legacy fund agreement must include information about the fund's purpose, beneficiaries, distribution schedule, and any restrictions on the use of the funds.
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