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Legacy GIVING that lasts beyond your lifetime. Gifts by will or trust Making provisions in your will or living trust is one of the easiest ways to make a future gift to our community and leave a meaningful

How to fill out legac y giving

Who needs legacy giving?

1. Individuals who want to make a lasting impact: Legacy giving is perfect for individuals who want to leave a lasting impact on a cause or organization they care about. By including charitable donations in their estate plans, they can continue to support their favorite causes even after they are gone.
2. Philanthropists and charitable individuals: Legacy giving is a great option for philanthropists and individuals who have a passion for giving back to their communities. By including charitable donations in their estate plans, they can ensure that their philanthropic efforts continue to make a difference long into the future.
3. Nonprofit organizations and charities: Legacy giving is crucial for nonprofit organizations and charities as it helps them secure long-term financial stability. By encouraging supporters to include them in their estate plans, they can ensure a consistent stream of funding to support their programs and initiatives.

How to fill out legacy giving?

1. Identify your charitable goals and passions: Start by identifying the causes or organizations that you care about the most. Consider your personal interests and values to determine where you want your legacy to make a difference.
2. Consult with an estate planning professional: It is essential to work with an estate planning professional or an attorney who specializes in legacy giving. They can guide you through the process, ensure legal compliance, and help you make informed decisions based on your goals.
3. Determine the appropriate giving vehicle: There are various giving vehicles available for legacy giving, such as bequests in a will or living trust, charitable trusts, and charitable annuities. Each option has its own benefits and considerations, so it's important to discuss them with your estate planning professional.
4. Communicate with the charitable organization: If you have decided to include a specific charitable organization in your legacy giving, it is important to communicate your intentions to them. This allows them to prepare for future gifts and ensure that your legacy aligns with their mission and goals.
5. Review and update your plan regularly: Life circumstances and personal preferences may change over time, so it is essential to review and update your legacy giving plan periodically. This ensures that your wishes are up to date and accurately reflect your current goals and intentions.

Remember, legacy giving is a powerful way to make a lasting impact and support causes you care about. By following these steps and seeking professional guidance, you can ensure that your legacy continues to make a positive difference for years to come.

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What is legacy giving?

Legacy giving is the act of giving through wills, trusts, or other estate planning vehicles.

Who is required to file legacy giving?

Individuals who wish to designate assets to charity or other beneficiaries in their estate plan are required to file legacy giving.

How to fill out legacy giving?

Legacy giving can be filled out with the assistance of an attorney specializing in estate planning or by using online resources to create a will or trust.

What is the purpose of legacy giving?

The purpose of legacy giving is to provide financial support to charities, loved ones, or other beneficiaries after the donor's passing.

What information must be reported on legacy giving?

Information such as the designated beneficiaries, assets being distributed, and any specific instructions for distribution must be reported on legacy giving documents.