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Get the free ARS Legacy Circle Form - American Recorder Society - americanrecorder

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AS Legacy Circle Form Return this form to: American Recorder Society, Inc., P.O. Box 480054, Charlotte, NC 282690054 or email to director americanrecorder.org. AS is a 501(c)(3) organization; consult
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How to fill out ARS Legacy Circle form?

01
Start by accessing the ARS Legacy Circle form online or requesting a physical copy from the ARS organization.
02
Begin by providing your personal information, such as your full name, address, phone number, and email address. This ensures that ARS can keep you updated on any relevant information regarding your legacy gift.
03
Next, choose the type of legacy gift you would like to make. Options may include a bequest in your will, a beneficiary designation in your retirement account or life insurance policy, or a charitable gift annuity, among others. Select the appropriate option and provide the necessary details.
04
Specify the exact amount or percentage of your estate that you wish to donate as a legacy gift. This can be a fixed dollar amount, a specific asset, or a percentage of your total estate value.
05
Consider any specific instructions or designations for your legacy gift. If you want your donation to be used for a particular program or initiative within ARS, make sure to include these details in the form.
06
If you wish to remain anonymous, indicate this preference in the form. Otherwise, ARS may publicly recognize and acknowledge your gift.
07
Review the completed form to ensure all the information is accurate and up to date. Make any necessary changes before submitting it.
08
Submit the filled-out ARS Legacy Circle form to the designated address or online portal provided by the organization. If submitting a physical copy, consider sending it via certified mail to ensure delivery.
09
Keep a copy of the completed form for your records.

Who needs ARS Legacy Circle form?

01
Individuals who wish to make a lasting impact on the ARS organization through a planned charitable donation.
02
People who want to leave a legacy by including ARS in their estate plans or making specific arrangements for a future gift.
03
Anyone who wants to support ARS beyond their lifetime and ensure the continuation of its mission and programs.
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ARS Legacy Circle form is a form used to report information about legacy circle donations made to a particular organization.
Individuals or organizations that have received legacy circle donations are required to file the ARS Legacy Circle form.
ARS Legacy Circle form can be filled out by providing details about the legacy circle donations received, including donor information and donation amounts.
The purpose of ARS Legacy Circle form is to track and report legacy circle donations received by an organization.
Information that must be reported on ARS Legacy Circle form includes donor details, donation amounts, and any relevant dates.
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