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CONFIDENTIAL BEQUEST COMMITMENT From All information indicated below is considered confidential and is only used to track current and potential legacy and planned gifts to Fourth Presbyterian Church.
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How to fill out legacy society commitment form

01
Start by opening the legacy society commitment form.
02
Read the instructions and requirements listed on the form.
03
Fill in your personal information, including your name, address, and contact details.
04
Specify the type of legacy commitment you would like to make, such as a bequest or charitable gift annuity.
05
Provide details of the assets or funds you intend to contribute as a part of your legacy commitment.
06
If you wish to designate a specific purpose or beneficiary for your contribution, make sure to mention it.
07
Review the completed form to ensure all information is accurate and complete.
08
Sign and date the form.
09
Submit the form to the appropriate authority or organization responsible for processing legacy commitments.
10
Keep a copy of the form for your records.

Who needs legacy society commitment form?

01
The legacy society commitment form is needed by individuals who wish to make a lasting impact on an organization or cause they care about. It is typically used by donors who want to leave a legacy through their financial contributions or other assets after their passing. Organizations, such as non-profits or charitable institutions, often provide the legacy society commitment form to individuals interested in supporting their mission and initiatives in the long term.
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The legacy society commitment form is a document that individuals fill out to officially commit to leaving a planned gift to an organization or charity in their estate plans.
Individuals who wish to leave a planned gift to an organization or charity in their estate plans are required to file a legacy society commitment form.
To fill out a legacy society commitment form, individuals must provide their personal information, details of the planned gift, and any specific instructions for how the gift should be used.
The purpose of the legacy society commitment form is to formalize an individual's commitment to leaving a planned gift in their estate plans and to provide the organization or charity with information about the gift.
The legacy society commitment form typically requires information such as the individual's contact information, details of the planned gift, and any specific instructions for how the gift should be used.
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