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Gifts funded through estate planning and bequests are critical to the future programs, activities and operations of the IIA Research Foundation. By naming the IIA Research Foundation in your will,
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Identify and gather all necessary information and documentation related to the estate, including the assets and funds available for gifting.
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Gifts funded through estate are gifts that are made using assets from the deceased person's estate.
The executor or personal representative of the deceased person's estate is required to file gifts funded through estate.
To fill out gifts funded through estate, the executor or personal representative must provide a detailed list of the gifts given using assets from the estate.
The purpose of gifts funded through estate is to distribute assets from the estate to beneficiaries or individuals specified in the deceased person's will.
The information that must be reported on gifts funded through estate includes the recipient of the gift, the value of the gift, and the assets used from the estate to fund the gift.
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