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Get the free Planned Gift Confirmation Form - kernfoundationorg

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Planned Gift Confirmation Form Kern Community Foundation expresses its appreciation for your commitment to support our communities future with a planned gift. Please take a moment to complete this
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How to fill out planned gift confirmation form

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How to fill out a planned gift confirmation form:

01
Begin by carefully reading the instructions provided with the form. This will ensure that you understand the purpose of the form and the information required.
02
Provide your personal details in the designated sections of the form. This typically includes your full name, address, phone number, and email address.
03
Indicate the type of planned gift you have made. This could be a bequest in your will, a charitable remainder trust, a gift of life insurance, or any other form of planned giving.
04
Specify the details of your gift. This may involve providing information about the asset or property being gifted, its estimated value, and any specific conditions or restrictions attached to the gift.
05
Include the name and contact information of the organization or charity that will receive the gift. This is important to ensure that the intended recipient is correctly identified and can be contacted.
06
If necessary, attach any supporting documentation that is required to validate or provide evidence of your planned gift. This could include a copy of your will or trust documents, a copy of the insurance policy, or any relevant legal agreements.
07
Review the completed form for accuracy and completeness. Ensure that all required fields are filled, all information is correct, and any necessary signatures or dates are provided.
08
Submit the form as instructed. This may involve mailing the form to the designated address, submitting it online through a secure portal, or delivering it in person to the intended recipient.

Who needs a planned gift confirmation form?

01
Individuals who have made a planned gift to a charitable organization or nonprofit.
02
Donors who wish to formalize and document their philanthropic intentions regarding planned giving.
03
Organizations or charities that want to acknowledge and confirm planned gifts from their donors for administrative and legal purposes.
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