Get the free GIFT PLANNING - giving umw
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If you have any questions please contact the Office of University Advancement 540-654-2064 or email Jan Clarke at jclarke umw. Please complete the following Name s Class Year Address Home Phone City Cell Phone State / Zip E-mail Fixed Monetary Amount I/we plan to leave UMW a gift of in my/our estate. Gift of Property Description Appraised value s Based upon the appraisal s I/we estimate the total current gift value to be Signature Date In making this commitment it is understood this document...
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01
Gather all necessary information about the gift planning process.
02
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03
Consult with a financial advisor or attorney who specializes in gift planning.
04
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Who needs gift planning?
01
Individuals who want to make a substantial charitable contribution in the future.
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Families and individuals with significant assets who want to ensure they are distributed according to their wishes.
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Non-profit organizations in need of sustained financial support.
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What is gift planning?
Gift planning is the process of strategically giving assets or funds to individuals, organizations, or charities in a tax-efficient manner.
Who is required to file gift planning?
Individuals or entities who make gifts that exceed the annual exclusion amount set by the IRS are required to file gift planning.
How to fill out gift planning?
Gift planning can be filled out using Form 709, the United States Gift (and Generation-Skipping Transfer) Tax Return. This form must be filed with the IRS.
What is the purpose of gift planning?
The purpose of gift planning is to minimize estate taxes, provide for loved ones, support charitable causes, and transfer wealth efficiently.
What information must be reported on gift planning?
Gift planning must report the value of gifts given, the identity of the recipient, any exemptions claimed, and any support for the valuation of the gifts.
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