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My Automatic Giving Plan ENROLLMENT×AUTHORIZATION FORM SACRED HEART CATHOLIC CHURCH Envelope # Effective date of authorization: Type of authorization: New authorization Change banking information

How to fill out my automatic giving plan

How to Fill Out My Automatic Giving Plan:

1. Start by gathering all necessary information, including your bank account details, donation preferences, and any specific instructions you may have.
2. Visit the website or contact the organization or charity that offers the automatic giving plan. They will likely have an online form or a paper form that you can fill out.
3. Provide your personal information, such as your name, address, and contact details. This is important for the organization to properly attribute your donations and send you any necessary documentation.
4. Input your bank account information, including the account number and routing number. This is typically required for the automatic transfer of funds from your account to the organization.
5. Determine the frequency and amount of your donations. Choose whether you want to donate a fixed amount monthly, quarterly, or annually, or if you prefer to give a variable amount based on your financial circumstances.
6. Specify your donation preferences. Some organizations allow you to allocate your donations to specific programs or initiatives, while others may provide general funds for the organization's overall operations.
7. If there are any additional instructions or preferences you have, such as requesting anonymity or designating your gift as a memorial or tribute, be sure to include those details as well.
8. Carefully review all the information you have provided to ensure its accuracy. This will help prevent any issues with your automatic giving plan in the future.

Who Needs My Automatic Giving Plan?

1. Anyone who wants to support a charitable organization or cause on an ongoing basis can benefit from an automatic giving plan.
2. Individuals who wish to budget their donations and have a consistent impact on the organization they support may find an automatic giving plan convenient and effective.
3. People who lead busy lives or frequently travel may appreciate the convenience of automatic giving, as it eliminates the need to remember to make donations manually.
4. Donors who want to establish a long-term commitment to an organization or cause can do so through an automatic giving plan, ensuring their support continues over time.
5. Nonprofit organizations often rely on regular, consistent contributions to sustain their programs and fulfill their mission. Therefore, donors who value the stability and continuity of their support may want to consider setting up an automatic giving plan to benefit these organizations.

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What is my automatic giving plan?

Your automatic giving plan is a pre-set donation plan where you donate a specific amount of money to a charitable organization on a regular basis.

Who is required to file my automatic giving plan?

Individuals who have set up an automatic giving plan and are making donations to charitable organizations are required to file their plan.

How to fill out my automatic giving plan?

You can fill out your automatic giving plan by providing details such as the amount of donation, frequency of donation, and the recipient charitable organization.

What is the purpose of my automatic giving plan?

The purpose of your automatic giving plan is to ensure that you support charitable organizations regularly and consistently.

What information must be reported on my automatic giving plan?

You must report details such as the amount of donation, frequency of donation, and the name of the recipient charitable organization on your automatic giving plan.