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2015
EmailPLANNED GIFTSMARKETING STUDY
CASE STUDIES ON EFFECTIVE USE
OF EMAIL FOR PLANNED GIFTSAuthored By:Dear Reader,
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How to fill out planned gifts
How to fill out planned gifts?
01
Begin by researching and understanding the different types of planned gifts that are available, such as bequests, charitable remainder trusts, and charitable gift annuities.
02
Determine your philanthropic goals and how a planned gift can align with them. Consider what causes or organizations you are passionate about supporting.
03
Consult with an estate planning attorney or financial advisor who specializes in planned giving to ensure you have a comprehensive understanding of the legal and financial implications.
04
Identify the assets or funds that you would like to allocate for the planned gift. This may include cash, securities, real estate, or other valuable assets.
05
Choose the specific planned giving vehicle that best suits your needs and objectives. Consider factors such as tax benefits, income potential, flexibility, and control over the assets.
06
Work with the chosen charity or organization to draft the necessary legal documents, such as a will or trust agreement, to outline the details of the planned gift.
07
Review and revise the documents as needed, ensuring that all your wishes are accurately reflected.
08
Communicate your planned gift intentions with the charity or organization, and establish a clear understanding of how your gift will be utilized and acknowledged.
09
Periodically review and update your planned giving strategy to ensure it remains in line with your personal circumstances and overall philanthropic goals.
Who needs planned gifts?
01
Individuals who want to make a lasting impact and leave a meaningful legacy to support causes or organizations they care about.
02
Donors who want to maximize the impact of their charitable giving by taking advantage of tax benefits and potential income streams available through planned giving options.
03
Nonprofit organizations and charitable institutions that rely on planned gifts to sustain their operations and fund future initiatives.
04
Wealthy individuals or families who are interested in efficient estate planning and wealth transfer while making charitable contributions.
05
Donors who wish to have a say in how their assets are used and ensure their giving aligns with their personal values.
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What is planned gifts?
Planned gifts are donations made to a charity or nonprofit organization in the form of bequests, charitable remainder trusts, charitable gift annuities, or other planned giving vehicles.
Who is required to file planned gifts?
Individuals or organizations who make planned gifts to a charity or nonprofit organization are required to file planned gifts.
How to fill out planned gifts?
Planned gifts can be filled out by consulting with a financial advisor or estate planning professional to determine the best giving strategy.
What is the purpose of planned gifts?
The purpose of planned gifts is to provide long-term support for a charity or nonprofit organization, often through estate planning or tax-advantaged giving strategies.
What information must be reported on planned gifts?
Information such as the value of the gift, the type of planned giving vehicle used, the recipient charity or nonprofit organization, and any special instructions or restrictions on the gift must be reported on planned gifts.
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