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Welcome to the Legacy Society! Please complete this membership questionnaire providing details of your plans to the extent that is comfortable for you, and return it to it in the enclosed envelope
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How to fill out iii - legacy society:

01
Begin by gathering all necessary documents and information. This may include a copy of your will, any planned gifts, and personal details such as your name, address, and contact information.
02
Visit the iii - legacy society website or contact their office to obtain the appropriate forms for joining the society. These forms may include a membership application and a declaration of intent to make a planned gift.
03
Carefully read through the forms and provide accurate and detailed information where required. This may include specifying the type of planned gift you intend to make, such as a bequest, life insurance policy, charitable gift annuity, or trust.
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If you have any questions or need assistance, reach out to the iii - legacy society for guidance. They may have resources or staff members available to provide further information and support.
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Once you have completed the forms, review them for accuracy and make any necessary corrections. Ensure that you have signed and dated the documents appropriately.
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Submit the completed forms to iii - legacy society as instructed. This may involve mailing them to a specific address or submitting them online through their website.
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Keep a copy of the completed forms and any related documentation for your records. It is also helpful to inform your family members or trusted individuals about your membership in the iii - legacy society and the planned gift you have made.

Who needs iii - legacy society:

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Individuals who wish to leave a lasting legacy through planned giving.
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Those who have a desire to support a particular cause or organization beyond their lifetime.
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Individuals who want to ensure that their assets are distributed according to their wishes after they pass away.
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People who wish to have a structured plan and guidance for making planned gifts.
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Individuals who want to be part of a community or society that shares their philanthropic goals.
Remember to consult with legal and financial professionals to ensure that joining iii - legacy society aligns with your personal and financial goals.
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The iii - legacy society is a program designed to honor and recognize individuals who have made a commitment to support a specific organization or cause through planned giving or bequests.
Individuals who have made a commitment to support a specific organization or cause through planned giving or bequests are required to file iii - legacy society.
To fill out iii - legacy society, individuals must provide information about their planned giving or bequests, including the intended recipient organization or cause, the nature of the gift, and any specific instructions.
The purpose of iii - legacy society is to honor and recognize individuals who have made a commitment to support a specific organization or cause through planned giving or bequests.
The information that must be reported on iii - legacy society includes details about the planned giving or bequests, the intended recipient organization or cause, the nature of the gift, and any specific instructions.
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