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Legacy Society Statement of Intent to Provide Future Support Thank you for notifying us of your bequest, which will help us to understand and honor your
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How to fill out a legacy society statement:

01
Start by gathering all the necessary information and documents you will need to complete the statement. This may include personal details, financial information, and any specific instructions or wishes you have regarding your legacy.
02
Carefully review the legacy society statement form to understand the sections and requirements. Take note of any specific instructions or guidelines provided.
03
Begin filling out the form by entering your personal information, such as your name, address, and contact details. Ensure accuracy and double-check for any spelling or typographical errors.
04
Provide the necessary financial information requested in the form. This may include details about your assets, investments, and any planned contributions or bequests.
05
Fill in any specific instructions or wishes you may have regarding your legacy. This can include designating beneficiaries, specifying the purpose of your contributions, or any conditions or restrictions you would like to apply.
06
Make sure to review the completed form to ensure all sections are filled out correctly and no information is missing. If a certain section does not apply to you, make sure to indicate so or leave it blank if allowed.
07
Sign and date the form as required. Some legacy society statements may need to be witnessed or notarized, so be sure to follow any additional instructions in this regard.
08
Submit the completed legacy society statement as instructed. This may involve mailing it to the designated organization or handing it in personally. Keep a copy for your own records.
09
It is important to periodically review and update your legacy society statement as circumstances change or your wishes evolve. Consider reviewing it annually or after major life events such as marriage, divorce, or the birth of children.

Who needs a legacy society statement?

01
Individuals who have a desire to leave a lasting impact through their charitable giving or philanthropy.
02
Those who wish to ensure that their assets and resources are distributed according to their personal wishes after their passing.
03
People who want to be proactive in planning their legacy and supporting causes or organizations they are passionate about.
04
Individuals who wish to provide for their loved ones or specific beneficiaries through their estate planning.
05
Anyone who wants to ensure their values and beliefs continue to be upheld and supported even after they are no longer present.
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Legacy society - statement is a document that outlines the members of a legacy society, which is a group of individuals who have included a charity or non-profit organization in their estate planning.
The members of a legacy society are required to file the legacy society - statement.
Legacy society - statement can be filled out by providing information about the member's estate plans and their commitment to supporting the charity.
The purpose of legacy society - statement is to recognize and acknowledge individuals who have made a commitment to supporting a charity through their estate plans.
Information such as the member's name, contact information, details of their estate plans, and the charity they have included in their plans must be reported on legacy society - statement.
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