Get the free Planned Giving Declaration of Intent - Meeting the Need - olathepublicschoolsfoundation

Planned Giving Declaration of Intent Return this form, completed and signed to: Olathe Public Schools Foundation 315 N. Linden wood Drive, Olathe, KS 66062 Telephone: 9137808222 Fax: 9137808104 Email:

How to fill out planned giving declaration of

How to fill out a planned giving declaration:

1. Start by downloading or obtaining a planned giving declaration form. This may be available on the website of the organization or institution you wish to make a planned gift to, or you can contact them directly to request one.
2. Read through the form carefully to understand the information required. Typically, a planned giving declaration will ask for details such as your full name, contact information, and any specific instructions or preferences you have for your planned gift.
3. Fill in your personal details accurately and completely. Make sure to provide your current address, phone number, and email address so that the organization can easily communicate with you regarding your gift.
4. Next, consider any special instructions or preferences you have for your planned gift. This may include specifying whether you would like your gift to be used for a particular purpose or program, or if you have any specific conditions or restrictions for the gift.
5. If you have any questions or need assistance while filling out the form, don't hesitate to reach out to the organization's designated planned giving contact. They will be able to provide guidance and clarification if needed.
6. Once you have completed the planned giving declaration form, review it carefully to ensure all information is accurate and complete. Double-check for any errors or missing details.
7. If required, sign and date the form in the designated areas. Some organizations may require witnesses or a notary public to authenticate the document. Follow any instructions provided by the organization to ensure the form is properly executed.
8. Make copies of the completed form for your records. It's always a good idea to keep a copy for your own files in case you need to reference it in the future.

Who needs a planned giving declaration:

1. Individuals who wish to make a planned gift to a specific organization or institution.
2. Donors who have specific instructions or preferences for how their planned gift should be utilized.
3. Those who want to ensure their planned gift is properly documented and executed according to their wishes.

Remember, it's always advisable to consult with legal and financial professionals for personalized advice and guidance when it comes to planned giving and estate planning matters. Their expertise can help ensure your planned gift is in line with your overall financial and philanthropic goals.

For pdfFiller’s FAQs

What is planned giving declaration of?

Planned giving declaration is a document outlining a donor's intentions for future charitable gifts.

Who is required to file planned giving declaration of?

Donors who plan to make charitable gifts through methods such as bequests, trusts, or annuities are required to file planned giving declaration.

How to fill out planned giving declaration of?

Planned giving declaration can be filled out by providing details of the donor's intended charitable gifts, including the type of gift, designated recipient, and any specific conditions or restrictions.

What is the purpose of planned giving declaration of?

The purpose of planned giving declaration is to formalize a donor's intentions for future charitable gifts and ensure that their wishes are carried out accordingly.

What information must be reported on planned giving declaration of?

Planned giving declaration must include details of the donor's planned gifts, such as the amount or percentage of the gift, the intended recipient, and any conditions or restrictions.

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