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What is Legacy Gift Form

The Legacy Society Planned Gift Form is a document used by donors to report planned gifts to the National Hospice Foundation (NHF) for recognition in their Legacy Society.

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Who needs Legacy Gift Form?

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Legacy Gift Form is needed by:

Individuals planning to make a bequest or legacy gift
Estate planners or attorneys working with clients on financial planning
Members of the National Hospice Foundation seeking recognition
Financial advisors assisting clients with estate donations
Supporters of hospice care organizations

How to fill out the Legacy Gift Form

1.

Access and open the Legacy Society Planned Gift Form on pdfFiller by navigating to the website and searching for the form name in the search bar.
2.

Once you've found the form, click on it to open the pdfFiller editing interface where you can begin filling it out.
3.

Before completing the form, gather all necessary personal information including your name, address, daytime phone number, email address, date of birth, and details about the planned gift.
4.

Begin filling in the required fields by clicking on each textbox. Use the fillable fields for your personal information and check the appropriate boxes to indicate your planned gift type.
5.

Review the fields, making sure all information is accurate. Double-check your signature line and date field, as these are essential.
6.

After completing the form, you can preview it to ensure all information is present and correct.
7.

Once satisfied, save the completed form directly to your device or choose to download it for printing.
8.

If required, submit the form through pdfFiller's integrated submission options or print it for mailing.

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Who is eligible to use the Legacy Society Planned Gift Form?

Any individual planning to make a planned gift to the National Hospice Foundation is eligible to use the Legacy Society Planned Gift Form. This includes bequests and designations as beneficiaries.

What types of planned gifts can be reported using this form?

The form accommodates various types of planned gifts, including bequests, life insurance designations, or retirement plan beneficiary designations.

Are there any specific deadlines for submitting the form?

While there are no strict deadlines specified for this form, it’s recommended to submit it as soon as your planned gift is formalized to ensure proper recognition.

What supporting documents, if any, should accompany the form?

No specific supporting documents are required with the Legacy Society Planned Gift Form, but providing additional information about the gift may be beneficial.

How do I submit the completed form?

You can either download the completed form and send it via mail or submit it electronically if pdfFiller provides that option. Check the submission instructions provided on the platform.

How long does it take to process my planned gift submission?

Processing times for submissions can vary, but typically allow a few weeks for acknowledgment from the National Hospice Foundation once the form is submitted.

What common mistakes should I avoid when filling out the form?

Be sure to double-check all required fields, especially personal information and signature sections, to avoid submission delays. Ensure the gift type is clearly indicated.