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NAPA Research and Education Foundation
Endowment Fund
Planned Giving
What is Planned Giving?
Planned giving is considering what your long term vision is, and then planning how you can make a
difference
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How to fill out planned giving form
How to fill out planned giving form
01
Gather all necessary personal information such as your full name, address, and contact details.
02
Research and choose the appropriate planned giving form that aligns with your desired donation or estate planning goals.
03
Carefully read through the instructions provided with the form to ensure you understand all the requirements and guidelines.
04
Fill out the form accurately, providing all requested information. Be sure to double-check for any errors or missing information.
05
Consult with a legal or financial advisor if you have any doubts or questions regarding certain sections of the form.
06
If applicable, include details about your planned gift such as the type of asset or amount you intend to donate.
07
Review the completed form to ensure all sections are filled out properly and legibly.
08
Sign and date the form where indicated to validate your submission.
09
Submit the form according to the instructions provided, whether it's through mail, email, or an online submission platform.
10
If desired, make a copy of the filled-out form for your records.
Who needs planned giving form?
01
Individuals who wish to make a planned charitable donation.
02
Donors who want to include specific instructions or restrictions on how their gift should be used.
03
People who are interested in leaving a legacy or memorial through a charitable organization.
04
Those who want to ensure their assets are distributed according to their wishes after their passing.
05
Individuals who want to support their favorite charitable causes even beyond their lifetime.
06
Donors who wish to receive certain tax benefits or incentives for their planned gifts.
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What is planned giving form?
Planned giving form is a document that allows individuals to make a charitable donation as part of their estate planning.
Who is required to file planned giving form?
Individuals who have decided to include a charitable donation in their estate plan are required to file planned giving form.
How to fill out planned giving form?
Planned giving form can be filled out by providing personal information, details of the charitable donation, and instructions for how the donation should be distributed.
What is the purpose of planned giving form?
The purpose of planned giving form is to ensure that individuals' wishes regarding charitable donations are carried out as part of their estate plan.
What information must be reported on planned giving form?
Information such as the donor's name, contact information, details of the charitable donation, and instructions for distribution must be reported on planned giving form.
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