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Planned giving at SFX I have already made a provision in my will for SFX. Reply card Name: Address: I am interested in learning more about the SFX Planned Giving Program. City: bequests Phone: (H)
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How to fill out planned giving at stfx

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How to fill out planned giving at StFX:

01
Contact StFX: Begin by reaching out to the StFX Planned Giving department either through their website or by phone to express your interest in making a planned gift.
02
Understand your options: The StFX Planned Giving department will guide you through the various options available for making a planned gift, such as bequests, charitable gift annuities, charitable remainder trusts, etc.
03
Seek professional advice: It is recommended to consult with your financial advisor or estate planning attorney to ensure your planned gift aligns with your overall financial goals and estate plan.
04
Determine the type of gift: Based on your philanthropic goals and financial situation, decide on the type of gift you would like to make to StFX. This could involve donating a specific amount of money, property, or including StFX in your will or trust.
05
Document your gift: Work with your financial advisor, attorney, or the StFX Planned Giving team to properly document your planned gift. This could include drafting a written agreement, updating your will or trust, or completing the necessary paperwork provided by StFX.
06
Finalize the process: Once you have completed all the required documentation, submit it to the StFX Planned Giving department for their records and to ensure your gift is properly accounted for.

Who needs planned giving at StFX:

01
Alumni: StFX alumni may choose to make a planned gift as a way to give back to their alma mater and support the institution's future endeavors.
02
Parents and guardians: Parents and guardians of StFX students may consider making a planned gift to show their appreciation for the education and opportunities provided to their children.
03
Supporters of StFX: Individuals who believe in StFX's mission and values may choose to make a planned gift to contribute to the university's long-term sustainability and growth.
04
Estate planning: Those who are in the process of creating or updating their estate plan may find planned giving at StFX a meaningful way to support a cause they care about while also potentially providing tax benefits or other financial advantages.
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Planned giving at StFX refers to making a charitable donation as part of a donor's overall financial and estate planning.
Donors who wish to make a planned gift to StFX are required to file planned giving information.
To fill out planned giving at StFX, donors can contact the StFX Advancement Office for assistance and guidance.
The purpose of planned giving at StFX is to provide long-term financial support to the university and its programs.
Donors must report details of the planned gift amount, type of gift, and any specific instructions or restrictions.
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stfx Antigonish B2G Xavier 2W5 bequests NS provision securities Postal

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