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PLANNED GIVINGDECLARATION OF INTENT
UnitedWayPBC.org/plannedgiving
Thank you for your intention to include United Way of Palm Beach County in your estate plan. In order to
accurately document your
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How to fill out orgplannedgiving
How to fill out orgplannedgiving
01
Start by gathering all relevant information, such as your financial assets, beneficiaries, and any specific wishes or instructions you have for your planned giving.
02
Research and choose a reputable organization or charity that aligns with your values and goals for planned giving.
03
Contact the chosen organization and request their planned giving materials or forms.
04
Carefully read and understand the instructions provided by the organization.
05
Fill out the orgplannedgiving form accurately and thoroughly.
06
Review the completed form to ensure all information is correct and matches your intentions.
07
Sign and date the form as required.
08
If requested, inform your loved ones or executor of your planned giving arrangements.
09
Submit the completed orgplannedgiving form to the organization through the preferred method (mail, email, etc.).
10
Keep a copy of the completed form for your records.
11
Periodically review and update your planned giving arrangements as needed.
Who needs orgplannedgiving?
01
Anyone who wishes to support a specific organization or charity even after their lifetime can benefit from orgplannedgiving.
02
Individuals who want to leave a lasting legacy through charitable giving.
03
People who want to ensure their assets are used in a way that aligns with their values and causes they care about.
04
Those who want to provide ongoing support to organizations that have made a difference in their lives.
05
Individuals looking for potential tax advantages or benefits through planned giving.
06
Anyone who wants to leave a meaningful impact on the causes they believe in can consider orgplannedgiving.
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What is orgplannedgiving?
Orgplannedgiving refers to planned giving programs run by organizations to encourage supporters to include the organization in their estate plans.
Who is required to file orgplannedgiving?
Organizations that have planned giving programs and receive planned gifts are required to file orgplannedgiving.
How to fill out orgplannedgiving?
Orgplannedgiving forms can typically be filled out electronically or manually, providing details of planned gifts and donors.
What is the purpose of orgplannedgiving?
The purpose of orgplannedgiving is to secure future financial support for the organization through planned gifts from donors.
What information must be reported on orgplannedgiving?
Orgplannedgiving forms usually require information on the donor, details of the planned gift, and the intended use of the gift.
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