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Planned Giving Declaration of Intent YES! I/We want to participate in the planned giving program supporting the IACP Foundation. As an expression of my/our commitment to help ensure a steady, reliable
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How to fill out a planned giving declaration:

01
Start by obtaining a planned giving declaration form. These forms can usually be obtained from the organization or institution that you wish to make a planned gift to.
02
Read through the form carefully to understand the information required. It is important to understand the purpose and provisions of the planned giving declaration.
03
Provide your personal information. This may include your full name, contact information, and any other details required by the form. Make sure to fill in all the relevant fields accurately.
04
Specify the type of planned gift you intend to make. This could include bequests, charitable gift annuities, charitable remainder trusts, or other types of planned gifts. Carefully indicate the specific details of your planned gift on the form.
05
Designate the beneficiary or beneficiaries of your planned gift. This could be a specific individual, organization, charity, or institution. Clearly specify the names and contact information of the beneficiaries.
06
If necessary, provide additional details or instructions regarding your planned gift. Some forms may offer space for you to include any specific intentions or wishes you have regarding your gift. Use this opportunity to provide any necessary information.
07
Review the completed form for accuracy and completeness. Double-check that you have provided all the required information and that it is error-free.
08
Sign and date the planned giving declaration form. Your signature confirms your intention to make the planned gift according to the provisions outlined in the form.

Who needs a planned giving declaration?

01
Individuals who wish to make a planned gift to a specific organization or institution.
02
Donors who want to ensure that their charitable intentions are fulfilled after their lifetime or at a specific time in the future.
03
Charitable organizations or institutions that require a formal declaration from donors to formalize and document their planned gifts.
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Planned giving declaration is a document that outlines a donor's intentions to make a future charitable gift.
Donors who plan to make a charitable gift in the future are required to file a planned giving declaration.
To fill out a planned giving declaration, donors need to provide their personal information, details of the intended gift, and any specific instructions.
The purpose of a planned giving declaration is to formalize a donor's commitment to making a future charitable gift and to provide clarity on their intentions.
Planned giving declaration must include donor's name, contact information, details of the intended gift, and any specific instructions.
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