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LETTER OF INTENT I have made provisions to include the Santa Maria Valley Humane Society in my estate plans. I wish to support the efforts of the Santa Maria Valley Humane Society in fulfilling their
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01
Review the planned gift letter template or instructions provided by the organization or legal counsel.
02
Gather all relevant information and documents required for filling out the letter, such as personal details, planned gift details, and contact information.
03
Start the letter by addressing it to the appropriate person or organization.
04
Clearly state your intention to make a planned gift and the specific details of the gift, such as the type of asset or amount.
05
Include any conditions or restrictions related to the gift, if applicable.
06
Provide your personal information, including your full name, address, and contact details.
07
If necessary, include any alternate beneficiaries or contingent provisions.
08
Sign and date the letter.
09
Consider including a witness or notary if required by local laws or regulations.
10
Keep a copy of the filled-out letter for your records.
11
Submit the completed planned gift letter to the organization or individual specified in the instructions.

Who needs planned gift letter of?

01
Individuals who wish to leave a planned gift or legacy to a charitable organization.
02
Estate planners and individuals engaged in estate planning.
03
Donors who want to ensure their planned gift is executed according to their intentions.
04
Non-profit organizations and charities that rely on planned gifts for future sustainability.
05
Legal professionals involved in drafting or advising on planned gift letters.
06
Family members or beneficiaries who need to understand the donor's intentions regarding a planned gift.
07
Financial advisors assisting clients in charitable giving and estate planning.
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A planned gift letter is a document that outlines a donor's intention to gift assets or funds to a charitable organization after their passing.
Donors who wish to leave a planned gift to a charitable organization are required to file a planned gift letter.
To fill out a planned gift letter, donors should clearly outline their intentions, specify the charitable organization as the recipient, and include any relevant details or conditions of the gift.
The purpose of a planned gift letter is to formalize a donor's intentions to leave a gift to a charitable organization, ensuring that their wishes are carried out as intended.
The planned gift letter should include details such as the donor's name, the charitable organization as the recipient, the amount or nature of the gift, any conditions or stipulations, and the date the gift will be transferred.
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