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The Legacy Society of the Wabash Valley Community Foundation CONFIDENTIAL STATEMENT OF INTENT The Legacy Society provides a way for the Wabash Valley Community Foundation to recognize generous individuals
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01
Start by opening the form-legacy-society-statement-of-intentdoc on your computer or printing out a hard copy.
02
Fill in the personal information section, which typically includes your full name, address, phone number, and email address.
03
Next, provide details about your intended legacy gift. This may involve specifying the type of gift, such as a bequest, charitable remainder trust, or life insurance policy.
04
Indicate the amount or percentage of your estate you wish to allocate for the legacy gift.
05
If applicable, include any specific conditions or restrictions for the gift. For example, you may want the gift to be used for a particular purpose or program within the organization.
06
Consider designating a secondary beneficiary in case your primary beneficiary is unable to receive the gift.
07
Sign and date the form, confirming that the information provided is accurate and that you understand the implications of the legacy gift.
08
If required, submit the completed form to the appropriate contact within the organization.

Who needs form-legacy-society-statement-of-intentdoc?

01
Individuals who wish to leave a lasting legacy and make a planned gift to a specific organization or cause.
02
Donors who want to ensure their assets are distributed according to their wishes after their passing.
03
Those who want to provide financial support to a charitable organization or beneficiary even beyond their lifetime.
04
People who want to make a significant impact and leave a meaningful contribution to an organization they value.
05
Individuals who have specific conditions or preferences about how their legacy gift should be used and want to communicate these details clearly.
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It is a document that outlines the intentions of a legacy society.
Non-profit organizations and charities may be required to file this form.
The form can be filled out online or submitted in hard copy with the necessary information.
The purpose is to declare the intentions and plans of a legacy society for the future.
Information such as the mission statement, goals, and objectives of the legacy society must be reported.
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