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Get the free LEGACY SOCIETY PLEDGE FORM

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Yes, I would like to join the Legacy Society at the founders Level ($5000/year for 3 years) q Benefactors level ($1000/year for 5 years) PLEASE COMPLETE THE FOLLOWING INFORMATION: Name 1 Name 2 Address
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How to fill out legacy society pledge form

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How to fill out legacy society pledge form

01
Ensure you have a copy of the legacy society pledge form
02
Read the instructions on the form carefully to understand the requirements
03
Fill in your personal information accurately, including your name, contact details, and any other requested information
04
Indicate the amount or percentage of your planned gift in the appropriate section
05
If you have any specific instructions or conditions regarding your pledge, provide them clearly
06
If necessary, consult with your legal or financial advisor to determine the best way to structure your planned gift
07
Review the completed form for any mistakes or missing information
08
Sign and date the form, as well as providing any required witness signatures
09
Make copies of the form for your own records
10
Submit the completed form to the designated organization or institution as instructed

Who needs legacy society pledge form?

01
Individuals who wish to make a planned gift to a specific organization or institution
02
People who want to leave a legacy and have their support acknowledged by joining a legacy society
03
Those who believe in the mission and goals of the organization and want to contribute in a meaningful way
04
Anyone who wants to ensure their planned gift is carried out according to their wishes
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The legacy society pledge form is a document that individuals fill out to commit to leaving a donation to a particular organization in their will or estate plan.
Individuals who wish to leave a donation to an organization in their will or estate plan are required to file a legacy society pledge form.
To fill out a legacy society pledge form, individuals must provide their personal information, details of the donation they wish to make, and any special instructions for how the donation should be used.
The purpose of the legacy society pledge form is to formalize an individual's commitment to leaving a donation to a specific organization and to ensure that the organization is aware of the planned donation.
The information that must be reported on a legacy society pledge form includes the donor's name, contact information, details of the planned donation, and any special instructions for how the donation should be used.
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