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Statement of Future Gift Intent Donor name(s) (You will be recognized with your spouse unless you specifically indicate otherwise:Include my spouse/partner not include my spouse/partner)Spouse/partner

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What is statement of future gift?

Statement of future gift is a document that reports gifts that will take effect in the future, usually after the death of the donor.

Who is required to file statement of future gift?

Individuals who make a future gift or individuals who are the beneficiaries of future gifts are required to file a statement of future gift.

How to fill out statement of future gift?

The statement of future gift can be filled out with details of the gift, including the donor, the beneficiary, the gift amount or property, and any conditions or restrictions attached to the gift.

What is the purpose of statement of future gift?

The purpose of the statement of future gift is to provide transparency and accountability in reporting future gifts for tax and gift planning purposes.

What information must be reported on statement of future gift?

Information such as the donor's name, beneficiary's name, description of the gift, estimated value of the gift, and any conditions or restrictions attached to the gift must be reported on the statement of future gift.

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