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STATEMENT OF INTENT LEGACY GIFT AMOUNT In support of Augustan College, I/we intend to make a personal commitment using an estate provision in the form of one of the following: Gift from Will/Trust
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How to fill out legacy gift statement of

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How to fill out a legacy gift statement:

01
Start by gathering the necessary information. You will need the donor's name, contact information, and relationship to the organization or entity receiving the gift. Additionally, gather details about the legacy gift, such as the type of gift (cash, property, securities), the estimated value, and any specific instructions or restrictions.
02
Begin filling out the legacy gift statement by providing the donor's personal information. This includes their full name, address, phone number, and email address. Ensure that the information is accurate and up to date.
03
Next, specify the relationship between the donor and the organization receiving the legacy gift. This could be a direct donor, family member, or representative of the donor's estate. Include any relevant details that establish the connection.
04
Describe the legacy gift in detail. State the type of gift (money, property, securities) and provide a brief explanation. If the gift is property, include its address or legal description. If it is securities, mention the type and quantity. Be as precise as possible to avoid any confusion or misunderstandings.
05
Include the estimated value of the legacy gift. This could be the appraised value for property or the market value for securities. Consult with a professional for accurate valuation if needed. If there are any specific instructions or restrictions related to the gift, describe them in this section as well.
06
Sign and date the legacy gift statement. If the donor is deceased or unable to sign, a representative or executor can sign on their behalf. Make sure to include the representative's name and relation to the donor. Keep in mind that legal requirements for signature and witnessing may vary depending on jurisdiction, so check with local regulations if necessary.

Who needs a legacy gift statement:

01
Nonprofit organizations: Nonprofits often require legacy gift statements to properly document and acknowledge the receipt of legacy gifts. These statements help the organization manage and account for the received gifts and ensure they are used according to the donor's intentions.
02
Donors: Donors who are planning to leave a legacy gift may need a legacy gift statement as part of their estate planning process. It serves as evidence of their intentions and instructions for the distribution of their gift. By documenting their legacy gift, donors can safeguard their wishes and ensure their philanthropic goals are met.
03
Executors or representatives of the donor's estate: Executors or representatives responsible for carrying out the wishes of a deceased individual may require a legacy gift statement. This document provides important information about the gift and guides the distribution process according to the donor's intentions.
In summary, to fill out a legacy gift statement, gather the necessary information, provide details about the gift, and sign the document. Nonprofit organizations, donors, and executors may all benefit from having a legacy gift statement.
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The legacy gift statement is a document that discloses information about gifts or inheritance received from a deceased person.
Beneficiaries or recipients who have received gifts or inheritance from a deceased person are required to file the legacy gift statement.
The legacy gift statement can be filled out by providing details of the gift or inheritance received, as well as the relationship between the recipient and the deceased person.
The purpose of the legacy gift statement is to provide transparency and accountability regarding gifts or inheritance received, and ensure compliance with tax laws.
The legacy gift statement must include details of the gift or inheritance received, the value of the gift, the date of receipt, and the relationship between the recipient and the deceased person.
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