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Get the free Planned Giving Commitment Card - St Edward the Confessor ... - stedwardsdaisyhill org

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COMMITMENT CARD Parish of St Edward the Confessor 104 Chatswood Road, Daisy Hill, QLD 4127. Phone: 3299 2000 YES! I×WE WOULD LIKE TO BE PART OF OUR PLANNED GIVING PROGRAM! My×Our weekly commitment
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How to fill out planned giving commitment card

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How to fill out a planned giving commitment card:

01
Begin by entering your personal information on the card, including your full name, address, phone number, and email address. This will ensure that the organization can contact you regarding your commitment.
02
Specify the amount or type of gift you intend to contribute. Planned giving commitments can include various types of gifts, such as cash, property, stocks, or even bequests in your will. Clearly indicate the nature of your commitment on the card.
03
If applicable, indicate any restrictions or instructions for your gift. For example, if you have a specific purpose in mind for your donation or if you would like the gift to remain anonymous, note these details on the commitment card.
04
Check the box or provide a signature to confirm your commitment. This serves as your agreement to follow through with the planned gift and allows the organization to include your commitment in their records.
05
Lastly, return the completed commitment card to the designated address provided by the organization. This ensures that they have a record of your commitment and can properly acknowledge and recognize your generosity.

Who needs a planned giving commitment card?

01
Individuals who wish to make a lasting impact and support a cause or organization they care about often utilize planned giving commitment cards.
02
These commitment cards are particularly relevant for donors who want to align their philanthropic goals with their financial and estate planning.
03
Organizations and non-profits may encourage individuals to fill out planned giving commitment cards as a way to cultivate long-term relationships with donors and secure future contributions.
04
Estate planners and financial advisors may also utilize these cards as a means to guide their clients in structuring their planned giving strategies and documenting their intentions for legacy gifts.
Please note that consulting with a legal or financial advisor is always recommended when considering planned giving commitments, as these decisions can have significant implications for your personal finances and estate plans.
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A planned giving commitment card is a document that outlines a donor's intent to make a gift to a charitable organization through planned giving methods, such as bequests, charitable remainder trusts, or charitable gift annuities.
Donors who wish to make a gift to a charitable organization through planned giving methods are required to file a planned giving commitment card.
Donors can fill out a planned giving commitment card by providing their contact information, details of the planned gift, and any specific instructions or restrictions for the use of the gift.
The purpose of a planned giving commitment card is to formalize a donor's intent to make a gift to a charitable organization through planned giving methods and to provide documentation of the gift for both the donor and the organization.
The planned giving commitment card should include the donor's name, contact information, details of the planned gift, any restrictions or instructions for the use of the gift, and the signature of the donor.
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