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Planned Gift Intention Form Confidential Print Form Reset Form Name Date of Birth Significant Other Date of Birth Address Phone E- Mail Signature Date I×We have included UC Santa Cruz as a beneficiary

How to fill out planned gift intention form

How to fill out a planned gift intention form:

1. Begin by carefully reading the instructions and guidelines provided with the form. This will help you understand the purpose and requirements of the form.
2. Start by providing your personal information, including your full name, address, phone number, and email address. This is necessary for identification and contact purposes.
3. Specify the type of planned gift you intend to make. This could include options such as a bequest in your will, a charitable trust, a gift of real estate, or any other planned giving option provided by the organization.
4. Indicate the exact amount or percentage of your estate or assets you plan to allocate for the planned gift. If you are uncertain about the amount, you can leave it blank or indicate that it will be determined at a later date.
5. If applicable, provide details about any specific conditions or restrictions you would like to place on your gift. For example, you may specify that the funds should be used for a particular program or initiative within the organization.
6. Consider designating a backup beneficiary or an alternate use for your gift in case the primary purpose or beneficiary becomes unavailable or obsolete in the future.
7. If you wish to remain anonymous, clearly indicate your preference on the form. This ensures that your personal information will be kept confidential.
8. Review the form thoroughly before signing and dating it. Make sure all the necessary information has been provided accurately.
9. Keep a copy of the completed form for your records, and submit the original to the organization or institution specified in the form's instructions.

Who needs a planned gift intention form?

1. Individuals who wish to leave a lasting legacy by making a charitable contribution through estate planning.
2. Donors who want to ensure their assets are used according to their specific wishes and intentions after their passing.
3. People who would like to support a particular cause or organization in a significant and meaningful way.
4. Individuals who want to take advantage of potential tax benefits and deductions associated with planned giving.
5. Organizations or institutions that offer planned giving programs as a means to receive substantial donations and support for their ongoing initiatives and future endeavors.

In summary, filling out a planned gift intention form involves providing personal information, specifying the type and amount of the planned gift, indicating any conditions or restrictions, and signing and submitting the form to the relevant organization. This form is beneficial for individuals seeking to leave a lasting impact through charitable contributions and for organizations looking to receive significant support through planned giving.

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What is planned gift intention form?

Planned gift intention form is a document through which a donor expresses their intention to make a future gift or bequest to a charitable organization.

Who is required to file planned gift intention form?

Donors who intend to make a planned gift to a charitable organization are required to file the planned gift intention form.

How to fill out planned gift intention form?

The donor must provide their personal information, details of the planned gift, and any special instructions or conditions on the form.

What is the purpose of planned gift intention form?

The purpose of the planned gift intention form is to legally document the donor's intent to make a future gift or bequest to a charitable organization.

What information must be reported on planned gift intention form?

The planned gift intention form must include the donor's name, contact information, details of the planned gift, and any special instructions or conditions.