Get the free SOU Foundation Bequest Form - AAUW Ashland - ashland-or aauw

FOUNDATION BEQUEST INTENTION LETTER Dear SOU President Schott It is my/our pleasure to inform you that we have named the Southern Oregon University Foundation as a beneficiary in our will. This letter signifies our intention to keep in force in my/our will a donation of approximately percentage of the residual or to benefit American Association of University Women AAUW Ashland Endowed Scholarship Fund of the Southern Oregon University Foundation. This letter which I/we understand is not...

How to fill out sou foundation bequest form

How to fill out sou foundation bequest form

1. Read the instructions provided with the SOU Foundation Bequest Form.
2. Complete the personal details section of the form, including your full name, address, and contact information.
3. Specify the purpose of your bequest and how you wish it to be used by the SOU Foundation.
4. Determine the type of bequest you want to make, whether it's a specific amount of money, a specific asset, a percentage of your estate, or the remainder of your estate after other bequests.
5. Consult with an attorney or professional advisor to ensure the legal validity of your bequest.
6. Sign and date the form, and have it witnessed by two individuals who are not beneficiaries of your estate.
7. Keep a copy of the completed form for your records, and submit the original to the SOU Foundation according to their instructions.

Who needs sou foundation bequest form?

1. Individuals who wish to make a charitable bequest to the SOU Foundation in their will.
2. Donors who want to leave a lasting impact on Southern Oregon University and support its mission through a bequest.
3. Those who have a personal connection or affinity towards the SOU Foundation and want to contribute to its future sustainability.
4. People who believe in the importance of education and want to support educational initiatives at Southern Oregon University.

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What is sou foundation bequest form?

The sou foundation bequest form is a legal document that allows individuals to leave a donation or gift to the Sou Foundation in their will or estate plan.

Who is required to file sou foundation bequest form?

Anyone who wishes to leave a donation or gift to the Sou Foundation in their estate plan is required to file the sou foundation bequest form.

How to fill out sou foundation bequest form?

The sou foundation bequest form can be filled out by providing the necessary personal information, details of the donation or gift, and signing the document in the presence of witnesses.

What is the purpose of sou foundation bequest form?

The purpose of the sou foundation bequest form is to ensure that individuals' wishes regarding donations or gifts to the Sou Foundation are carried out according to their estate plan.

What information must be reported on sou foundation bequest form?

The sou foundation bequest form requires information such as the donor's name, contact details, details of the donation or gift, and witnesses' signatures.