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Guide to Deferred Giving For Donors and Their Legal and Financial AdvisorsWhat Deferred Gifts Offer Our Donors to The Oregon Community Foundation are people who have worked hard to achieve their goals.
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How to fill out guide to deferred giving

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How to fill out a guide to deferred giving:

01
Start by gathering all necessary information and documents related to your assets and estate. This may include your will, insurance policies, retirement plans, investments, and any other financial accounts.
02
List all of your assets and determine their current value. This includes real estate, stocks, bonds, personal property, and any other valuable possessions. It's important to have a clear understanding of your wealth and how it can be allocated in the future.
03
Consider your charitable goals and priorities. Think about the causes or organizations that you want to support through your deferred giving. This could be a charity, educational institution, cultural organization, or any other non-profit that aligns with your values.
04
Consult with an estate planning attorney or financial advisor who specializes in deferred giving. They can provide guidance and expertise to ensure that your wishes are properly documented and legally enforceable.
05
Determine the type of deferred giving strategy that suits your goals and financial situation. This can include options such as charitable remainder trusts, charitable gift annuities, donor-advised funds, or bequests in your will.
06
Fill out the necessary forms and legal documents to establish your deferred giving plan. This may involve working with the chosen charity or organization to ensure they are informed of your intentions and can properly receive your future gift.

Who needs a guide to deferred giving:

01
Individuals who have significant assets and wish to leave a lasting impact through charitable giving.
02
People who want to support specific causes or organizations in their community or globally.
03
Those who are interested in maximizing tax benefits, as deferred giving can provide certain advantages in terms of estate tax reduction or income tax deductions.
04
Individuals who want to create a legacy and be remembered for their philanthropy.
05
If you have specific wishes about how your wealth should be distributed after your passing, a guide to deferred giving can help ensure that your intentions are carried out accordingly.
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The guide to deferred giving provides information on how to leave a gift to a charitable organization in one's will or estate plan.
Charitable organizations that receive deferred gifts are required to file the guide to deferred giving.
The guide to deferred giving can be filled out by providing information on the donor, type of gift, and any specific instructions.
The purpose of the guide to deferred giving is to ensure that charitable organizations are aware of and properly handle any gifts received in the future.
The guide to deferred giving must include details on the donor, type of gift, estimated value, and any restrictions or instructions.
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