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CONGREGATIONAL PLANNED GIVING PROGRAM WELL Ministry of Christian Giving N16W23377 Stone Ridge Dr, Waukesha, WI 53188 8008275482 mcg well.net Introduction A according to financial analysts, the coming

How to fill out congregational planned giving program

How to fill out a congregational planned giving program:

1. Begin by reviewing the instructions and guidelines provided by your congregation. This will give you a clear understanding of the purpose and objectives of the program.
2. Determine the type of planned giving option that aligns with your financial goals and values. Common options may include bequests, charitable gift annuities, charitable trusts, or life insurance policies.
3. Consult with a financial advisor or estate planning attorney to ensure that your planned giving decisions align with your overall financial plan and legal requirements. They can provide guidance on tax implications and other considerations.
4. Gather the necessary information and documents required for each specific planned giving option. This may include personal and financial details, legal documents, and beneficiary information.
5. Complete the application or paperwork provided by your congregation for the selected planned giving option. Pay attention to accuracy and ensure all required fields are properly filled out.
6. Once the paperwork is completed, review it thoroughly to confirm that all information is accurate and reflects your intentions. If needed, consult with your financial advisor or attorney to revise or make any necessary amendments.
7. Sign and date the completed documents as required. Some planned giving options may require additional witnesses or notarization, so make sure to follow the instructions provided.
8. Submit the completed planned giving documents to your congregation as instructed. This may involve mailing the paperwork, meeting with a designated representative, or submitting online through a secure portal.

Who needs a congregational planned giving program?

1. Individuals who wish to make a lasting impact on their congregation and its mission beyond their lifetime may find a congregational planned giving program beneficial. It allows them to contribute in a meaningful way while also considering their own financial goals and estate plans.
2. Congregations or religious organizations that rely on the support and generosity of its members can benefit from implementing a congregational planned giving program. It provides a structured framework for members to make legacy gifts, which can help secure the future sustainability and growth of the congregation.
3. Families or individuals who want to ensure their values and beliefs are perpetuated through charitable giving may also find value in a congregational planned giving program. It allows them to align their contributions with their spiritual or religious beliefs, while also offering potential tax benefits and financial planning advantages.

For pdfFiller’s FAQs

What is congregational planned giving program?

Congregational planned giving program is a program where members of a congregation can make planned donations to support the financial needs of the church or religious organization.

Who is required to file congregational planned giving program?

The leaders or administrators of the congregation are typically responsible for filing the congregational planned giving program.

How to fill out congregational planned giving program?

To fill out a congregational planned giving program, you will need to gather information on the donations received, donors' information, and the purpose of the donations.

What is the purpose of congregational planned giving program?

The purpose of congregational planned giving program is to provide a consistent and reliable source of funding for the congregation's financial needs and projects.

What information must be reported on congregational planned giving program?

The congregational planned giving program typically requires reporting on the donations received, donors' information, the purpose of the donations, and any restrictions on the donations.

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