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Lake view Foundation 927 Churchill Street W Stillwater, Mn 55082 Planned Gift Declaration Form (651) 4304556 (OFFICE) (651) 4304528 (FAX) www.lakeviewfoundation.org Believing in the mission of the

How to fill out lakeview planned gift declaration

How to fill out Lakeview Planned Gift Declaration:

1. Obtain the Lakeview Planned Gift Declaration form from the appropriate source, such as the Lakeview Planned Giving Department or their website.
2. Begin by providing your personal information, including your full name, address, phone number, and email address, as requested on the form.
3. Fill in the details of your planned gift, including the type of asset or property you intend to donate, such as cash, stocks, real estate, or other valuable items.
4. Specify the value of the planned gift and any conditions or restrictions you would like to place on it, if applicable.
5. Indicate your desired use or purpose for the planned gift, such as supporting a specific program or initiative within Lakeview organization.
6. Consider appointing a trustee or executor to oversee the implementation of your planned gift, if desired.
7. Name any alternate beneficiaries or organizations that should receive the planned gift in the event that Lakeview is unable to fulfill your wishes.
8. Review the completed Lakeview Planned Gift Declaration form carefully to ensure accuracy and completeness.
9. Sign and date the form to make it legally binding and valid.
10. Keep a copy of the filled-out form for your records and submit the original to Lakeview's Planned Giving Department.

Who needs Lakeview Planned Gift Declaration?

1. Individuals who wish to make a substantial gift to Lakeview organization through their estate plan.
2. Donors who want to leave a lasting legacy and support the mission of Lakeview through their planned gift.
3. Individuals who want to ensure that their planned gift is used for a specific purpose or program within Lakeview.
4. Donors who desire to receive certain tax benefits or recognition for their planned gift to Lakeview.
5. People who want to appoint a trustee or executor to oversee the implementation of their planned gift to Lakeview.

For pdfFiller’s FAQs

What is lakeview planned gift declaration?

Lakeview planned gift declaration is a document where donors plan to make a gift to Lakeview organization in the future.

Who is required to file lakeview planned gift declaration?

Donors who intend to make a planned gift to Lakeview organization are required to file the planned gift declaration.

How to fill out lakeview planned gift declaration?

You can fill out the lakeview planned gift declaration form provided by Lakeview organization, including your personal information, details of the planned gift, and acknowledgement of the gift.

What is the purpose of lakeview planned gift declaration?

The purpose of lakeview planned gift declaration is to outline the donor's intention to make a gift to Lakeview organization in the future, ensuring proper planning and acknowledgment of the gift.

What information must be reported on lakeview planned gift declaration?

Information such as donor's personal details, description of the planned gift, estimated value or type of gift, and acknowledgment of the gift must be reported on lakeview planned gift declaration.

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