Get the free PLANNED GIVING DECLARATION OF INTENT

PLANNED GIVING DECLARATION OF INTENT UnitedForImpact.org/plannedgiving Thank you for your intention to include United Way of Greater Philadelphia and Southern New Jersey in your estate plan. In order

How to fill out planned giving declaration of

How to fill out a planned giving declaration:

1. Start by obtaining the planned giving declaration form. This form is typically provided by the organization or institution you wish to make a planned gift to. You can usually find the form on their website or request a copy directly from them.
2. Read the instructions carefully. The planned giving declaration form will come with instructions that explain each section and provide guidance on filling it out correctly. Make sure to read and understand these instructions before proceeding.
3. Fill out your personal information. The first section of the planned giving declaration form will typically ask for your name, address, and contact details. Provide accurate and up-to-date information to ensure proper communication between you and the organization.
4. Specify the type of planned gift. The next section will ask you to indicate the type of planned gift you wish to make. Common options include bequests in a will, charitable gift annuities, charitable remainder trusts, or life insurance policies. Choose the appropriate option based on your preferences and circumstances.
5. State the intended use of your gift. This section requires you to specify how you would like the organization to use your planned gift. You may have a particular program or cause in mind, or you can leave this decision to the discretion of the organization. Be clear and specific in your instructions, if applicable.
6. Designate any restrictions or conditions. If you have any specific restrictions or conditions for the use of your planned gift, you can outline them in this section. For example, you may want your gift to support scholarships for underprivileged students or be used for the construction of a specific facility. Clearly state any limitations or requirements you may have.
7. Name your beneficiaries. If you wish to name specific individuals or organizations as beneficiaries of your planned gift, include their names and contact information in this section. It's important to provide accurate details to ensure that your intended beneficiaries can be properly identified and notified.
8. Include witness signatures. Depending on the requirements of the organization and local laws, you may need to have your planned giving declaration form witnessed by one or more individuals. They will need to sign the form, attesting that they were present when you signed and that you appeared to be of sound mind and not under any undue influence.

Who needs a planned giving declaration:

1. Individuals who wish to leave a lasting legacy or make a meaningful impact through their charitable giving.
2. Donors who want to ensure that their assets are allocated and used according to their specific wishes after their passing.
3. People who want to support organizations or causes they believe in and contribute to their long-term sustainability.

In summary, anyone who wants to make a planned gift and have control over how it will be utilized should consider filling out a planned giving declaration. It allows you to outline your intentions and ensure your gift has a lasting impact according to your desires.

For pdfFiller’s FAQs

What is planned giving declaration of?

Planned giving declaration is a document that outlines a donor's intentions to make a future charitable gift.

Who is required to file planned giving declaration of?

Donors who plan to make a future charitable gift are required to file planned giving declaration.

How to fill out planned giving declaration of?

To fill out planned giving declaration, donors need to provide their personal information, details of the planned gift, and confirm their intentions.

What is the purpose of planned giving declaration of?

The purpose of planned giving declaration is to formalize a donor's commitment to make a charitable gift in the future.

What information must be reported on planned giving declaration of?

Planned giving declaration must include donor's name, contact information, details of the planned gift, and the intended recipient.

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