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Planned Gift Notification Thank you for informing Morehouse College of your planned gift intentions. This Record of Gift Intention is to be used for record keeping purposes only and does not constitute
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How to fill out planned gift notification

01
Obtain the planned gift notification form from the relevant organization or institution.
02
Fill out the donor's personal information, including their full name, address, and contact details.
03
Provide details about the planned gift, such as the type of asset being gifted (e.g., cash, property, stocks, etc.), its estimated value, and any specific conditions or restrictions attached to it.
04
Include information about the intended use of the gift, whether it is for a specific purpose or to be used at the organization's discretion.
05
If applicable, indicate any special recognition preferences or requests regarding the donor's gift.
06
Sign and date the planned gift notification form, and ensure all required fields are properly completed.
07
Submit the filled-out form to the appropriate contact person or department within the organization, following any specific submission instructions provided.

Who needs planned gift notification?

01
Planned gift notifications may be required by individuals or institutions involved in managing charitable organizations, non-profit organizations, foundations, and other entities that receive planned gifts. These notifications help them ensure proper record-keeping, acknowledge the gift, and appropriately manage the gift's utilization according to the donor's intentions.
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Planned gift notification is a report that provides information about gifts or donations that have been planned or promised to be given in the future.
Nonprofit organizations and charities are required to file planned gift notification.
Planned gift notification can be filled out by providing details about the planned gifts or donations, including the donor's information, the type of gift, and the estimated value.
The purpose of planned gift notification is to keep track of potential future gifts or donations and ensure proper reporting and acknowledgment.
Information such as donor details, type of gift, estimated value, and expected date of receipt must be reported on planned gift notification.
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