Get the free PLANNED GIFT INTENTION FORM - jccgw

PLANNED GIFT INTENTION FORM If it is your intention to provide for the CCG Endowment Fund with a bequest or other future gift, we would be honored to include you in our Flora M. Stetson Legacy Society.

How to fill out planned gift intention form

How to Fill Out a Planned Gift Intention Form:

1. Obtain the planned gift intention form from the organization or institution that you wish to donate to. This form is typically available either online or can be requested directly from the organization.
2. Read and understand the instructions provided on the form. It is important to know the requirements and guidelines outlined to ensure your planned gift is properly recorded and executed.
3. Provide your personal information such as your full name, address, phone number, and email address. This information is necessary for the organization to properly identify you as the donor and reach out to you if needed.
4. Indicate the type of planned gift you intend to make. Common types of planned gifts include bequests in a will or living trust, life insurance policies, retirement account designations, charitable gift annuities, and charitable remainder trusts. Specify the type of gift and any specific details associated with it.
5. Determine the amount or percentage that you would like to allocate to the organization as a planned gift. This can be a specific sum of money, a percentage of your estate, or assets such as real estate, stocks, or other valuable possessions.
6. If applicable, provide any specific instructions regarding the use of your planned gift. This could include designating the funds for a specific program or project within the organization or any restrictions or preferences you may have.
7. Consider including a contingency plan. In case circumstances change or the intended purpose of your planned gift becomes impractical, it is a good idea to include alternative provisions or guidelines for the organization to follow.
8. Review the form thoroughly before submitting. Make sure all the information provided is accurate and complete. Double-check any calculations or figures, as errors could potentially impact the execution of your planned gift.

Who needs a Planned Gift Intention Form?

1. Individuals who wish to donate to a specific non-profit organization or institution.
2. Donors who want to ensure that their planned gift is properly recorded and allocated according to their wishes.
3. Those who wish to leave a lasting legacy by making a planned gift and supporting causes or organizations that align with their values even after their lifetime.

Remember to consult with financial and legal advisors to ensure that your planned gift 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 used by individuals to formalize their intention to make a future donation or gift to a charitable organization.

Who is required to file planned gift intention form?

Individuals who have the intention to make a planned gift to a charitable organization are required to file the planned gift intention form.

How to fill out planned gift intention form?

The planned gift intention form can be filled out by providing personal information, details of the planned gift, and any specific instructions or restrictions.

What is the purpose of planned gift intention form?

The purpose of the planned gift intention form is to formally document an individual's intention to make a future gift to a charitable organization, ensuring that their wishes are carried out.

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 information, details of the planned gift, and any specific instructions or restrictions.