Get the free Confidential Statement of Bequest Intention - Pride Foundation
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Date: Confidential Statement of Bequest Intention Thank you for your generous donation to Pride Foundation through your estate plans, and welcome to the Visionary Circle. Your legacy gift makes you
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How to fill out confidential statement of bequest
How to fill out a confidential statement of bequest:
01
Obtain a copy of the confidential statement of bequest form. This form is typically provided by the organization or institution where the bequest is being made.
02
Fill in your personal information. The form will typically ask for your full name, address, contact information, and any other identifying details required.
03
Specify the purpose of your bequest. Indicate whether the bequest is intended for a specific program, scholarship, research, or any other designated purpose.
04
State the amount or percentage of the bequest. Specify how much you would like to leave or the percentage of your estate that will be dedicated to the bequest.
05
Name the beneficiary or organization. Provide the name and address of the individual or organization that will receive the bequest.
06
Add any special instructions. If you have any additional instructions or conditions regarding the bequest, such as specific terms or timeline, include them on the form.
07
Sign and date the document. Ensure that you sign and date the confidential statement of bequest form to validate your intentions.
08
Retain a copy. Make sure to keep a copy of the completed form for your records.
Who needs a confidential statement of bequest?
A confidential statement of bequest is typically required for individuals who wish to leave a bequest or gift to a particular organization, institution, charity, or individual. It is commonly used in estate planning and is important for ensuring that your wishes are accurately communicated and honored after your passing.
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