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PLANNED GIVING Inspire future generations with a legacy that honors the creative process. Planned giving offers an opportunity to make a contribution that may not be possible during your lifetime,
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01
To fill out planned giving at Headlands, follow these steps:
02
Determine your giving goals and the assets you wish to include in your planned gift.
03
Contact the Headlands development office to discuss your intentions and get assistance in filling out the necessary forms.
04
Consult with your financial advisor or attorney to ensure that your planned giving aligns with your overall estate plan.
05
Obtain the required forms from Headlands or their website.
06
Complete the forms, providing all requested information accurately and thoroughly.
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Review the filled-out forms to ensure they accurately reflect your planned giving intentions.
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Sign and date the forms.
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Submit the completed forms to Headlands as instructed.
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Keep a copy of the forms and any related documentation for your records.
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Follow up with Headlands to confirm receipt of your planned giving forms and address any further steps or questions.

Who needs planned giving - headlands?

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Planned giving at Headlands is for individuals who:
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- Wish to make a lasting impact on supporting Headlands and its mission.
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- Want to leave a legacy and support the future of Headlands for generations to come.
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- Seek to maximize the impact of their philanthropic efforts through strategic financial planning.
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- Have substantial assets or resources and desire to make a significant charitable contribution.
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- Have a strong affinity for Headlands and want to ensure its long-term sustainability.
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- Are interested in receiving potential tax benefits and other financial advantages through planned giving.
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Planned giving provides an opportunity for anyone who meets these criteria to contribute to Headlands in a meaningful and impactful way.
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Planned giving - headlands refers to the act of making a charitable gift as part of a donor's overall financial and/or estate planning.
Individuals or organizations who wish to make a charitable gift to support the Headlands organization are required to file planned giving - headlands.
To fill out planned giving - headlands, one must consult with their financial or legal advisor to determine the best strategy for making a charitable gift to the Headlands organization.
The purpose of planned giving - headlands is to support the Headlands organization by providing a reliable and sustainable source of funding for its programs and initiatives.
The information reported on planned giving - headlands typically includes details about the nature of the charitable gift, the donor's financial situation, and any specific instructions for how the gift should be used.
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