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Legacy Giving: Statement of Intent I/We, (names) plan to provide future support to the Animal Welfare League of Arlington through (check all that apply): Will/Bequest Insurance Policy Charitable Gift
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How to fill out a legacy giving statement:

01
Start by gathering all the necessary information. This includes your personal details, such as your name, address, and contact information. Additionally, you will need to gather information about the organization or charity you are leaving a legacy gift to, such as their name, address, and contact information.
02
Identify the type of legacy gift you are making. This could be a bequest in a will or trust, a charitable gift annuity, a charitable remainder trust, or any other type of planned giving arrangement. Each type of gift will have its own specific requirements and instructions.
03
Familiarize yourself with the specific guidelines and requirements of the organization or charity you are working with. They may have a specific legacy giving statement form that needs to be completed, or they may have specific instructions on how to include your legacy gift in your will or other legal documents.
04
If using a form, carefully fill out all the required fields. Pay attention to any instructions or guidance provided on the form. Make sure to provide accurate and up-to-date information.
05
Consult with an attorney or estate planning professional if needed. They can help ensure that your legacy giving statement is in line with your overall estate plan and legal requirements.

Who needs a legacy giving statement?

01
Individuals who wish to leave a lasting impact with their charitable giving. A legacy giving statement allows you to plan and specify how you want your assets to be distributed after your passing.
02
Charitable organizations and foundations that rely on legacy gifts to support their mission. A legacy giving statement helps them manage and allocate these gifts effectively.
03
Beneficiaries and heirs who may be affected by the legacy giving statement. It provides transparency and clarity regarding the distribution of assets and helps avoid potential conflicts or misunderstandings.
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Legacy giving statement is a document that outlines an individual's planned charitable donations to be made after their passing.
Individuals who have planned charitable donations as part of their estate are required to file a legacy giving statement.
To fill out a legacy giving statement, individuals should consult with their estate planner or attorney to ensure all planned charitable donations are properly documented.
The purpose of a legacy giving statement is to ensure that an individual's planned charitable donations are carried out according to their wishes after their passing.
Information such as the name of the charity, the intended donation amount, and any specific instructions for the donation must be reported on a legacy giving statement.
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