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330 Pine Street, Suite 400 Williamsport, PA 17701 ×570× 3211500 www.fcfpartnership.org The Legacy Society If you have made plans or provisions for a planned gift to the Community Foundation, welcome
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How to fill out form legacy society
How to Fill Out Form Legacy Society:
01
Start by gathering all the necessary personal information, such as your full name, address, and contact details.
02
Fill in the section that requires your date of birth and social security number. This information is crucial for identification purposes.
03
Provide details about your relationship with the organization or institution that offers the legacy society program. This may include the name of the organization, your membership or donor number, and any other relevant information.
04
Indicate the type of legacy gift you intend to make, whether it's a bequest in your will, a charitable gift annuity, or any other planned giving option. Include any specific instructions or restrictions you have for the use of your gift, if applicable.
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Consider seeking professional advice, such as consulting an attorney or financial planner, to ensure that you understand the legal and financial implications of your legacy gift.
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Review the form thoroughly before submitting it, ensuring that all the information is accurate and complete.
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Who Needs Form Legacy Society:
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Individuals who want to leave a lasting impact and support a cause or organization even after their lifetime.
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Donors who wish to receive certain benefits or recognition for their planned giving.
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Those who want to provide financial support for organizations or institutions that are important to them.
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Individuals who want to leave a legacy that reflects their values and beliefs.
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People who want to make a meaningful difference in the lives of others through planned giving.
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What is form legacy society?
Form legacy society is a document that organizations must file to report their planned giving programs and activities.
Who is required to file form legacy society?
Nonprofit organizations and charities that have planned giving programs are required to file form legacy society.
How to fill out form legacy society?
Form legacy society can be filled out online or by mail, providing information about the organization's planned giving initiatives.
What is the purpose of form legacy society?
The purpose of form legacy society is to report and track planned giving activities of nonprofit organizations.
What information must be reported on form legacy society?
Information such as the number of planned gifts received, the total value of planned gifts, and the types of planned gifts must be reported on form legacy society.
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