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LDS Philanthropies Gift Planning Council
12th Annual Conference
November 910, 2017
LDS Church Office Building, Salt Lake City, Utah
Continuing Education Attendance Verification
The following sessions
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How to fill out lds philanthropies gift planning

How to fill out lds philanthropies gift planning
01
To fill out LDS Philanthropies gift planning, follow these steps:
02
Gather all necessary information such as personal details, estate planning goals, assets, and financial information.
03
Determine the type of gift you want to make, such as cash, property, stocks, or other assets.
04
Consult with an attorney or financial advisor to understand the legal and tax implications of your gift.
05
Contact LDS Philanthropies or visit their website to find the appropriate forms and instructions for gift planning.
06
Fill out the forms accurately and completely, providing all requested information.
07
Review the completed forms and make sure they reflect your intended gift and objectives.
08
Sign and date the forms as required.
09
Submit the forms to LDS Philanthropies according to their instructions.
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Keep a copy of the completed forms and any supporting documentation for your records.
11
Keep track of any acknowledgments or confirmations you receive from LDS Philanthropies.
Who needs lds philanthropies gift planning?
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LDS Philanthropies gift planning is beneficial for:
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- Individuals who want to leave a lasting legacy and support the mission and programs of The Church of Jesus Christ of Latter-day Saints.
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- Donors who wish to maximize the impact of their charitable giving through planned giving strategies.
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- People who want to ensure their assets are distributed according to their wishes and avoid potential probate issues.
05
- Individuals who want to take advantage of potential tax benefits associated with charitable giving.
06
- Those who have a desire to make a significant and meaningful contribution to the LDS Church and its affiliated organizations.
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What is lds philanthropies gift planning?
LDS Philanthropies gift planning is a program that helps individuals plan and make charitable contributions to support the missions of The Church of Jesus Christ of Latter-day Saints.
Who is required to file lds philanthropies gift planning?
Individuals who wish to make charitable contributions to the LDS Church through gift planning are required to file LDS Philanthropies gift planning.
How to fill out lds philanthropies gift planning?
To fill out LDS Philanthropies gift planning, individuals need to provide information about their planned charitable contributions and any specific instructions regarding the use of their gift.
What is the purpose of lds philanthropies gift planning?
The purpose of LDS Philanthropies gift planning is to help individuals support the missions of the LDS Church through planned charitable contributions.
What information must be reported on lds philanthropies gift planning?
On LDS Philanthropies gift planning, individuals must report details of their planned charitable contributions, including the amount of the gift and any specific instructions on how the gift should be used.
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