Get the free PLANNED GIVING APPLICATION FORM - sttheresemascot.org.au
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St Therese Catholic Parish Mascot
under the Pastoral Care of the Cabrini FathersPLANNED GIVING APPLICATION FORM
(PLEASE PRINT CLEARLY)
TitlePlease CircleMrYESNOMrsMsChristian Name
Surname
Address
Email
Contact
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How to fill out planned giving application form
How to fill out planned giving application form
01
Start by obtaining the planned giving application form from the relevant organization or institution.
02
Read the instructions and guidelines provided along with the form carefully.
03
Gather all the necessary personal and financial information that will be required to fill out the form.
04
Clearly and accurately fill out each section of the form, ensuring that all information is up-to-date.
05
Double-check the form to make sure that all required fields have been completed and all necessary supporting documents have been attached.
06
Review the form once again to ensure that there are no errors or omissions.
07
Sign and date the application form where required.
08
Submit the completed application form along with any required supporting documents to the designated recipient or office as instructed.
09
Keep a copy of the filled-out application form and supporting documents for your records.
10
Follow up with the organization or institution to confirm the receipt of your application and to inquire about the next steps, if necessary.
Who needs planned giving application form?
01
Planned giving application forms are typically required by individuals or entities who wish to make planned or charitable donations.
02
This could include individuals planning to make significant donations to non-profit organizations, foundations, educational institutions, religious organizations, or other charitable entities.
03
These forms help the recipient organization gather the necessary information to process and potentially acknowledge the planned gift.
04
It helps both the donor and the recipient ensure that the planned gift is properly executed and utilized according to the donor's wishes and intentions.
05
It is advisable to consult with the specific organization or institution to determine if a planned giving application form is required for your particular circumstance.
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