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Planned Giving Form Leave something for future generations with a tax-deductible planned gift. Your generosity will make an important impact for generations to come. Donation Information Amount: $

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How to fill out planned giving form

How to fill out a planned giving form:

01

Obtain the planned giving form: Contact the organization or institution that offers planned giving opportunities and request a copy of the planned giving form. This form is usually available on their website or can be obtained by reaching out to their planned giving department.

02

Review the instructions: Read through the instructions provided with the planned giving form carefully. This will guide you on how to fill out each section correctly and provide any additional information that may be required.

03

Provide personal information: Start by filling out your personal information accurately. This usually includes your full name, address, contact details, and any other requested identification information.

04

Choose the type of planned gift: Indicate the type of planned gift you would like to make on the form. This could include a bequest in your will, a charitable trust, a life insurance policy, or other planned giving options. Select the option that aligns with your preferences and intentions.

05

Specify beneficiaries: If applicable, indicate the individuals or organizations you would like to designate as beneficiaries of your planned gift. This could include family members, friends, charities, or specific programs within the organization you are supporting.

06

Seek legal and financial advice: It is highly recommended to consult with legal and financial professionals to ensure your planned giving decisions align with your overall financial goals and estate planning. They can provide guidance on tax implications, legal requirements, and help you make informed decisions.

Who needs a planned giving form:

01

Donors interested in leaving a lasting legacy: Individuals who wish to make a significant impact and leave a lasting legacy often choose to utilize a planned giving form. This allows them to support causes or organizations they care about even after they have passed away.

02

Supporters of non-profit organizations or institutions: Those who have a strong affinity for a particular non-profit organization or institution may choose to fill out a planned giving form to show their long-term support. This form helps ensure that their intentions are clear and their contribution is allocated according to their wishes.

03

Individuals with specific charitable objectives: People who have specific charitable objectives, such as funding scholarships, supporting medical research, or promoting the arts, can utilize a planned giving form to outline their intentions and ensure their contributions are directed towards their desired cause.

In conclusion, filling out a planned giving form involves obtaining the form, carefully following the instructions, providing personal information, selecting the type of planned gift, specifying beneficiaries, and seeking professional advice. This form is beneficial for individuals who want to leave a legacy, support non-profit organizations, or have specific charitable objectives.

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