Get the free Planned Giving Information - United Way of Greater Augusta - unitedwayga

United Way of Greater Augusta 24 Idle wood Blvd., Suite 106 Staunton, VA 24401 unitedwayga.org ADVANCING EDUCATION INCOME AND HEALTH Our Vision: To be the leader that has united the community toward

How to fill out planned giving information

How to fill out planned giving information:

1. Start by gathering all necessary documents and information, such as legal documents, financial information, and personal details.
2. Ensure you have a clear understanding of the purpose and requirements of the planned giving information form.
3. Begin by providing your personal details, including your full name, contact information, and any relevant identification numbers.
4. Follow the instructions on the form to indicate the type of planned giving method you are considering, whether it is a bequest, charitable gift annuity, charitable remainder trust, or any other option.
5. Provide detailed information about the assets or property you plan to donate, including its value and any potential restrictions or conditions associated with it.
6. If you are designating specific beneficiaries or organizations to receive the gift, provide their names, addresses, and contact information.
7. Fill out any additional sections or fields on the form that are relevant to your planned giving option, such as income requirements for a charitable gift annuity or the terms of a charitable remainder trust.
8. Review your completed form for accuracy and completeness before submitting it. Consider seeking professional advice or guidance if needed.
9. Keep a copy of the filled-out form for your records.

Who needs planned giving information:

1. Individuals who wish to support charitable causes or organizations through their estate plans may need planned giving information.
2. Nonprofit organizations that rely on donations and are open to receiving planned gifts need this information to effectively process and acknowledge the gifts.
3. Estate planning professionals, such as financial advisors, lawyers, and accountants, also require planned giving information to assist their clients in implementing their charitable giving goals.

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What is planned giving information?

Planned giving information is information provided by donors who have arranged to give a gift to a non-profit organization through their will or estate plan.

Who is required to file planned giving information?

Non-profit organizations are required to file planned giving information when they receive gifts from donors who have made planned giving arrangements.

How to fill out planned giving information?

Planned giving information can be filled out by gathering details of the gift, donor information, executor information, and any other relevant information related to the planned giving arrangement.

What is the purpose of planned giving information?

The purpose of planned giving information is to ensure transparency and accountability in reporting gifts received through planned giving arrangements.

What information must be reported on planned giving information?

Planned giving information must include details of the gift, donor information, executor information, and any other relevant information related to the planned giving arrangement.