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Planned Giving Codicil language to update wills to include CAF: When it's time to update your will, you don't have to start from scratch. You can use a codicil, an addition or supplement that explains

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How to fill out planned giving codicil language

01

To fill out planned giving codicil language, follow these steps:

02

Review your existing will or estate plan to determine if it contains a provision for planned giving.

03

Consult with an attorney who specializes in estate planning and discuss your intention to include planned giving codicil language.

04

Determine the specific assets or percentage of your estate that you wish to allocate for planned giving.

05

Identify the intended beneficiaries or charitable organizations that you want to receive the planned giving donations.

06

Draft the codicil language that clearly specifies your intent for planned giving. This language should be precise and unambiguous.

07

Seek legal advice to ensure that the codicil language aligns with the legal requirements in your jurisdiction.

08

Sign the codicil in the presence of witnesses and, if required, have it notarized.

09

Keep a copy of the codicil and provide copies to your attorney and trustee for safekeeping and future reference.

10

Periodically review and update the codicil language as necessary to reflect any changes in your philanthropic goals or circumstances.

Who needs planned giving codicil language?

01

Planned giving codicil language is relevant for individuals who:

02

- Have an existing will or estate plan and want to include specific provisions for planned giving.

03

- Wish to allocate a portion of their assets or estate to charitable organizations or causes as part of their legacy.

04

- Want to ensure that their philanthropic intentions are legally binding and correctly implemented upon their passing.

05

- Seek to provide long-term support for charitable organizations through planned giving arrangements.

06

- Desire to make a positive impact on society or support causes they care about beyond their lifetime.

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