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Planned Giving Intent Donor Name (s) as you would like it to appear: It is my(our) intent to include SCI Foundation in my(our) estate plans using the following vehicle(s): TRUST/WILL/BEQUEST Sample

How to fill out planned giving intent

How to fill out planned giving intent

1. To fill out a planned giving intent form, follow these steps:
2. Start by obtaining a copy of the planned giving intent form from the organization or institution that you wish to name as a beneficiary in your planned gift.
3. Review the form carefully, ensuring that you understand all the information requested and the terms and conditions associated with the intended gift.
4. Fill in all the necessary personal information, including your full name, address, contact details, and any other requested identification information.
5. Specify the type of planned gift you intend to make, such as a bequest in your will, a charitable remainder trust, a gift of life insurance, or a charitable lead trust.
6. Indicate the purpose or area of interest for the gift, if applicable. For example, you might specify support for a particular program, scholarship fund, or capital project.
7. Provide details of the gift, including any assets or funds being designated, the estimated value of the gift, and any special conditions or restrictions you wish to place on the gift.
8. Consider including any desired recognition or naming opportunities that you would like associated with your gift, if applicable.
9. If you have any additional instructions or wishes regarding your planned gift, provide them in the designated section of the form.
10. Review the completed form to ensure accuracy and completeness.
11. Sign and date the form.
12. Submit the completed planned giving intent form to the organization or institution as instructed by their guidelines.

Who needs planned giving intent?

1. Planned giving intent is beneficial for individuals who want to leave a lasting legacy and make a significant impact through charitable giving.
2. It is suitable for those who wish to support causes or organizations they are passionate about, even after their lifetime.
3. People who want to ensure that their assets and resources are distributed according to their wishes and that their philanthropic goals are fulfilled can benefit from planned giving intent.
4. Additionally, individuals who want to take advantage of potential tax benefits associated with charitable giving may find planned giving intent to be a valuable strategy.

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What is planned giving intent?

Planned giving intent is a formal declaration of an individual's intention to donate assets or funds to a charitable organization in the future.

Who is required to file planned giving intent?

Individuals who plan to make a significant donation to a charitable organization in their estate planning are required to file planned giving intent.

How to fill out planned giving intent?

Planned giving intent can be filled out by consulting with a financial advisor or estate planning attorney to ensure the donation aligns with the individual's overall financial goals.

What is the purpose of planned giving intent?

The purpose of planned giving intent is to provide clarity and assurance to both the donor and the charitable organization regarding the future donation.

What information must be reported on planned giving intent?

Planned giving intent typically includes details on the assets or funds being donated, the intended recipient organization, and any specific instructions or restrictions on the donation.