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Planned Giving Confirmation Form Please confirm your Planned Gift to the Toronto Humane Society First Name: Last Name: Email address: Street: City: Postal code: Phone Number Date of Birth: (mm) (dd)

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How to fill out planned giving confirmation form

How to fill out a planned giving confirmation form:

01

Open the planned giving confirmation form provided by the organization or institution.

02

Read the instructions and guidelines provided on the form.

03

Fill in your personal information accurately, including your full name, address, and contact details.

04

Provide any additional required information, such as your relationship to the nonprofit or institution, or any special requests or designations for your planned gift.

05

Specify the type of planned gift you are making, such as a bequest in your will, a charitable trust, or a gift of real estate.

06

Indicate the estimated value or amount of your planned gift, if applicable.

07

If you have any specific conditions or restrictions for your planned gift, clearly state them on the form.

08

Sign and date the form, ensuring that your signature matches the one on file, if you have previously provided one.

09

Review the completed form for accuracy and completeness.

10

Submit the form to the appropriate person or department within the organization or institution.

Who needs planned giving confirmation form?:

01

Donors who have made or are planning to make a planned gift to a nonprofit organization or institution may need to fill out a planned giving confirmation form.

02

Nonprofit organizations and institutions use planned giving confirmation forms to document and acknowledge the donor's intention to make a planned gift.

03

Attorneys, financial advisors, and estate planners may also need planned giving confirmation forms to facilitate the proper handling of their clients' planned gifts and to ensure that their clients' wishes are carried out correctly.

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What is planned giving confirmation form?

Planned giving confirmation form is a document that confirms a donor's intention to make a future donation or bequest to a charitable organization.

Who is required to file planned giving confirmation form?

Donors who have made commitments to donate assets to a charitable organization through planned giving are required to file the planned giving confirmation form.

How to fill out planned giving confirmation form?

The donor must provide their personal information, details of the planned giving commitment, and any other relevant information required by the charitable organization on the planned giving confirmation form.

What is the purpose of planned giving confirmation form?

The purpose of the planned giving confirmation form is to document and confirm the donor's intention to make a future donation or bequest to a charitable organization.

What information must be reported on planned giving confirmation form?

The planned giving confirmation form must include the donor's personal information, details of the planned giving commitment, and any specific conditions or restrictions on the donation or bequest.

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