Get the free Planned Giving Gift Intention Form - bmcsforgb

Gift Intention of First Name: Last Name: Address: City: Email: State: Zip: Phone: D.O.B: I have included the Scholarship Foundation in my estate plans and have made the following gift: ! A Bequest

How to fill out planned giving gift intention

How to fill out planned giving gift intention:

1. Obtain a copy of the planned giving gift intention form from the organization or institution you wish to make the gift to. This form is typically available online or can be obtained by contacting the organization directly.
2. Fill out your personal information accurately on the form. This includes your full name, address, phone number, and email address. It is important to provide the correct contact information so that the organization can send you acknowledgement receipts and keep you informed about their activities.
3. Indicate the type of planned giving gift you intend to make. This could be a bequest in your will, a charitable remainder trust, a charitable gift annuity, or any other type of planned gift. If you are unsure about which option is best for you, it is recommended to consult with a financial advisor or an estate planning professional.
4. Specify the amount or percentage of your estate that you wish to designate for the planned giving gift. Be as specific as possible to ensure that your intentions are clearly communicated. If you have any specific restrictions or preferences on how the gift should be used, you may include those details as well.
5. Consider designating a backup beneficiary in case of the organization's dissolution or in the event that they are unable to fulfill your gift intentions. This helps to ensure that your philanthropic goals are met even under unexpected circumstances.
6. Sign and date the planned giving gift intention form. Some organizations may require additional witness signatures or notarization, so it is important to carefully review the instructions on the form and comply with any specific requirements.
7. Keep a copy of the completed form for your records, and send the original to the organization. It is recommended to use registered mail or a secure delivery method to ensure that the document reaches its intended destination safely.
8. Follow up with the organization to confirm receipt of the gift intention form and to address any questions or concerns that may arise.

Who needs planned giving gift intention?

1. Individuals who are passionate about philanthropy and want to make a lasting impact through their estate plans.
2. Donors who wish to support a specific organization or cause that they care about.
3. Individuals who want to leave a legacy and be remembered for their charitable contributions.
4. Those who are interested in maximizing the financial benefits of their charitable giving through strategic tax planning and estate planning.
5. Donors who want to ensure that their assets are distributed according to their wishes after their passing.
6. Individuals who want to support ongoing programs and initiatives of an organization even beyond their lifetime.
7. Donors who want to provide financial stability and sustainability for a nonprofit organization or institution.

Note: It is advised to consult with a financial advisor or an estate planning professional to ensure that your planned giving gift intention aligns with your overall financial and philanthropic goals.

For pdfFiller’s FAQs

Where do I find planned giving gift intention?

The premium subscription for pdfFiller provides you with access to an extensive library of fillable forms (over 25M fillable templates) that you can download, fill out, print, and sign. You won’t have any trouble finding state-specific planned giving gift intention and other forms in the library. Find the template you need and customize it using advanced editing functionalities.

How do I complete planned giving gift intention online?

Completing and signing planned giving gift intention online is easy with pdfFiller. It enables you to edit original PDF content, highlight, blackout, erase and type text anywhere on a page, legally eSign your form, and much more. Create your free account and manage professional documents on the web.

How do I complete planned giving gift intention on an Android device?

Use the pdfFiller Android app to finish your planned giving gift intention and other documents on your Android phone. The app has all the features you need to manage your documents, like editing content, eSigning, annotating, sharing files, and more. At any time, as long as there is an internet connection.

What is planned giving gift intention?

Planned giving gift intention is a commitment made by a donor to leave a gift to a charitable organization in their estate plan.

Who is required to file planned giving gift intention?

Donors who have made a commitment to leave a gift to a charitable organization in their estate plan are required to file planned giving gift intention.

How to fill out planned giving gift intention?

Planned giving gift intention can be filled out by consulting with an estate planning attorney or financial advisor to ensure the gift is properly documented.

What is the purpose of planned giving gift intention?

The purpose of planned giving gift intention is to ensure that the donor's wishes are fulfilled after their passing and to support the charitable organizations they care about.

What information must be reported on planned giving gift intention?

Planned giving gift intention must include details of the gift, the intended beneficiary organization, and any special instructions or conditions.