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What is the Legacy Society?
The Princeton Area Community Foundation established the Legacy Society to recognize
people who are planning gifts today that will provide significant benefits to our
community
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How to fill out legacy society form

How to fill out a legacy society form:
01
Start by carefully reading the instructions provided with the form. It is important to understand the purpose and requirements of the legacy society before proceeding.
02
Fill in your personal information accurately, including your full name, contact details, and any relevant identification numbers.
03
Indicate your desired level of involvement in the legacy society. This may include options such as becoming a member, making a bequest, or leaving a legacy donation.
04
Specify any specific instructions or preferences you have regarding your legacy contribution. This could include designating a specific program or area of interest within the organization that you would like your legacy to support.
05
If necessary, include details about legal and financial arrangements related to your legacy contribution, such as trusts, estate planning, or insurance policies.
06
Review the completed form to ensure all required fields are filled in accurately. Make any necessary corrections before submitting the form.
07
Follow the submission instructions provided with the form. This may involve mailing the form to a specific address or submitting it online through a designated portal.
Who needs a legacy society form:
01
Individuals who are interested in leaving a lasting impact on an organization or cause they care about may need a legacy society form.
02
Non-profit organizations or institutions often establish legacy societies to engage with individuals who wish to make a significant contribution or bequest upon their passing.
03
Anyone who wants to plan and document their legacy contributions, whether it is a financial donation or including the organization in their will, may require a legacy society form.
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What is legacy society form?
Legacy society form is a document that allows individuals to indicate their intention to leave a planned gift to a specific organization or charity.
Who is required to file legacy society form?
Individuals who wish to make a planned gift to a specific organization or charity are required to file legacy society form.
How to fill out legacy society form?
Legacy society form can be filled out by providing personal information, details of the planned gift, and instructions on how the gift should be used.
What is the purpose of legacy society form?
The purpose of legacy society form is to formalize and document an individual's intention to leave a planned gift to a specific organization or charity.
What information must be reported on legacy society form?
The information reported on legacy society form typically includes personal details of the individual making the planned gift, details of the gift, and any specific instructions or wishes regarding the use of the gift.
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