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LEGACY SOCIETY INFORMATION FORM. Name Address.

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How to fill out legacy society form

How to fill out a legacy society form:

01

Begin by carefully reviewing the form and ensuring that you understand all the information it requires. Familiarize yourself with the sections and fields that need to be filled out.

02

Start by providing your personal information such as your full name, address, phone number, and email address. It is important to provide accurate contact details so that the organization can reach out to you if needed.

03

Next, you may be asked to indicate your relationship with the organization or institution for which the legacy society form is being filled. This could include details such as your affiliation, membership status, or any previous involvement with the organization.

04

Some legacy society forms may require you to select a specific program or fund to which you want your legacy gift to be directed. If so, carefully consider your preference and make the appropriate selection.

05

In many cases, legacy society forms will ask you to specify your planned giving intentions. This could include providing details about a specific donation amount, property, stocks, or any other assets you wish to contribute as part of your legacy gift.

06

It is common for legacy society forms to include a section where you can outline any special instructions or wishes related to your legacy gift. Take this opportunity to communicate any specific requirements or conditions you want to be considered.

07

Once you have completed all the necessary fields, carefully review your responses to ensure accuracy. Double-check your personal information and any other details you have provided.

08

If required, you may need to sign and date the form to acknowledge your commitment and agreement to the terms and conditions outlined by the organization.

Who needs a legacy society form?

01

Individuals or donors who wish to leave a lasting impact and contribute to the legacy of an organization or institution.

02

People who are considering making a planned gift or including a charitable bequest in their will.

03

Individuals who have a connection or affiliation with a specific organization and want to ensure their support continues even beyond their lifetime.

Remember, if you have any specific questions or concerns about filling out a legacy society form, it is always advisable to reach out to the organization directly for clarification or assistance.

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