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LEGACY GIFT INTENT FORM As evidence of my/our desire to provide a legacy of support for US Squash, I/we wish to inform the Association that it has been named in my/our will or estate plan in a: O
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How to fill out legacy gift intent form
How to fill out legacy gift intent form
01
Read the instructions provided with the legacy gift intent form.
02
Gather the necessary information, such as your personal details and the details of the intended legacy gift.
03
Fill out the personal information section of the form, including your name, address, contact details, and any other required information.
04
Provide detailed information about the intended legacy gift, including the description, estimated value, and any specific instructions or conditions.
05
If applicable, consult with legal or financial advisors to ensure that the legacy gift intent form aligns with your estate planning goals and meets all legal requirements.
06
Review the completed form for accuracy and completeness.
07
Sign and date the form.
08
Submit the form to the relevant organization or institution as instructed.
Who needs legacy gift intent form?
01
Individuals who wish to leave a legacy gift to a charitable organization, educational institution, or other non-profit entity.
02
People who want to ensure that their assets and estate are distributed according to their wishes after their passing.
03
Anyone who wants to support a cause or organization they believe in through a planned charitable donation.
04
Those who want to make a lasting impact and leave a positive legacy.
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