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Planned Gift Information Please use this form to share details of your giving intentions for New York Medical College. In recognition of your disclosure, we are honored to invite you to join the Legacy
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How to fill out planned gift information
How to fill out planned gift information
01
Step 1: Start by gathering all the necessary information needed to fill out the planned gift form.
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Step 2: Fill in the donor's personal information, such as name, address, phone number, and email.
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Step 3: Provide details about the planned gift, including the type of gift (cash, stocks, insurance, real estate, etc.), its estimated value, and any special conditions or restrictions.
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Step 4: If the planned gift involves assets or property, include documentation or appraisals to support the estimated value.
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Step 5: Specify how the planned gift should be used or allocated, whether it's for general purposes, a specific program or initiative, or the establishment of an endowment.
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Step 6: If applicable, include information about any beneficiaries or stipulations regarding the disbursement of the planned gift.
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Step 7: Review the completed form for accuracy and completeness before submitting it to the appropriate party or organization.
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Step 8: Keep a copy of the filled-out planned gift form for your records.
Who needs planned gift information?
01
Individuals or donors who wish to make a charitable contribution through a planned gift.
02
Non-profit organizations or charitable institutions that accept and manage planned gifts.
03
Estate planners or financial advisors who assist clients in estate planning and charitable giving.
04
Lawyers or legal professionals involved in creating wills, trusts, or estate plans that include planned gifts.
05
Anyone interested in making a lasting impact and leaving a charitable legacy.
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