Get the free Legacy Society Intention Form - Community Foundation of Elmira ... - communityfund

The Legacy Society of the Community Foundation If you have made plans or provisions for a planned gift to the Community Foundation, welcome to The Legacy Society! We would like to recognize your generous

How to fill out legacy society intention form

How to Fill Out Legacy Society Intention Form:

1. Start by obtaining a copy of the legacy society intention form from the organization or institution that offers it. This form is usually available on their website or can be requested directly.
2. Carefully read through the entire form, paying attention to any instructions or guidelines mentioned. Understand the purpose of the form and the information required to be filled in.
3. Begin by providing your personal details in the designated fields. This may include your full name, contact information, and any other requested identification details.
4. Move on to the section that asks for your intention or commitment towards the legacy society. Here, you can state whether you plan to include the organization in your will, establish a charitable gift annuity, or any other form of planned giving.
5. If necessary, indicate the specific amount or percentage of your estate that you plan to allocate to the organization. Some forms provide options for different types of assets or donation methods, so be sure to select the appropriate choices that match your intention.
6. In certain cases, the form may ask for additional information about your financial advisor or attorney, especially if they are involved in the planned giving process. Fill in these details accurately, if required.
7. Review your completed form for any errors or missing information. Make sure all the fields are properly filled before submitting it.
8. After ensuring that everything is complete, sign and date the form as required. In some cases, you may need to have the form notarized or witnessed by a third party. Follow the provided instructions to fulfill these requirements.
9. Keep a copy of the completed form for your records, and submit the original as directed by the organization. This can usually be done electronically or by mail, depending on their preferred method.
10. Finally, it is recommended to inform your loved ones or designated executor about your decision to include the organization in your estate plans. This ensures that your wishes are known and can be carried out accordingly.

Who Needs Legacy Society Intention Form:

1. Individuals who wish to make a lasting charitable impact through their estate plans often need to fill out a legacy society intention form.
2. Those who have a desire to leave a monetary or asset-based donation to a specific organization or institution in their will may require this form.
3. People looking to establish planned giving options such as charitable trusts, charitable gift annuities, or other forms of planned giving methods can use this form to communicate their intention.
4. Organizations that offer legacy society programs typically request these forms from individuals who express interest in joining their legacy society.
5. Estate planners, attorneys, or financial advisors may also require this form to assist their clients in the planned giving process and ensure their wishes are properly executed.

Remember, always consult with a legal or financial professional to ensure that your estate plans align with your intentions and comply with the laws and regulations of your jurisdiction.

For pdfFiller’s FAQs

What is legacy society intention form?

The legacy society intention form is a document that outlines an individual's intention to leave a gift to a certain organization in their will or estate plan.

Who is required to file legacy society intention form?

Individuals who intend to leave a legacy gift to a specific organization are required to file the legacy society intention form.

How to fill out legacy society intention form?

The legacy society intention form can typically be filled out online or in person by providing personal information, details of the intended gift, and any specific instructions.

What is the purpose of legacy society intention form?

The purpose of the legacy society intention form is to formalize an individual's commitment to leaving a legacy gift to a particular organization and to ensure that their wishes are carried out.

What information must be reported on legacy society intention form?

The information that must be reported on the legacy society intention form includes the individual's contact information, details of the intended gift, any specific instructions or restrictions, and the organization's contact information.

How do I edit legacy society intention form online?

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