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Legacy Giving Guide Legacy Giving (or Planned Giving) can transform the future of First Parish and ensure that it thrives well into the lives of future generations. By making a Legacy Gift to our

How to fill out planned and legacy giving

How to fill out planned and legacy giving

1. To fill out planned giving, follow these steps:
2. Determine the cause or organization you would like to support through planned giving.
3. Consult with a financial planner or attorney to understand the different planned giving options available.
4. Decide which planned giving option suits your financial goals and circumstances best.
5. Contact the organization or cause you wish to support and inform them of your decision to make a planned giving contribution.
6. Work with the organization to complete any necessary paperwork or legal documentation for your planned giving contribution.
7. Review and revise your planned giving strategy periodically to ensure it aligns with your changing financial situation or goals.
8. To fill out legacy giving, follow these steps:
9. Create or update your last will and testament with the help of an attorney.
10. Determine how you would like to distribute your assets and resources after your passing.
11. Consider including specific instructions or provisions in your will for legacy giving, such as designating a portion of your estate to a specific cause or organization.
12. Consult with a financial planner or advisor to understand the potential tax benefits or implications of legacy giving.
13. Communicate your wishes regarding legacy giving to your loved ones and the organization you intend to support.
14. Regularly review and update your last will and testament to ensure it accurately reflects your intentions regarding legacy giving.

Who needs planned and legacy giving?

1. Planned and legacy giving can benefit individuals who want to make a lasting impact and contribute to causes or organizations they care about even after their lifetime. It is suitable for individuals who:
2. - Wish to leave a legacy and make a meaningful contribution to society.
3. - Want to support a specific cause or organization that aligns with their values.
4. - Desire to create a lasting impact on future generations.
5. - Seek potential tax benefits associated with charitable giving.
6. - Have accumulated significant assets or wealth and want to ensure it is used to benefit others.
7. - Want to involve their family and loved ones in philanthropic efforts.
8. In summary, planned and legacy giving is for individuals who want to leave a lasting impact and contribute to causes they care about, and who seek the potential benefits of philanthropic giving and estate planning.

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What is planned and legacy giving?

Planned and legacy giving refers to donations or gifts that are arranged during a person's lifetime with the intention of benefiting a charitable organization or cause after their passing.

Who is required to file planned and legacy giving?

Individuals or organizations who have set up planned or legacy giving arrangements and wish to benefit a charitable cause are required to file planned and legacy giving.

How to fill out planned and legacy giving?

Planned and legacy giving can be filled out by detailing the type of gift or donation, the intended charity or cause, the timeline for when the gift or donation will be received, and any specific instructions or conditions.

What is the purpose of planned and legacy giving?

The purpose of planned and legacy giving is to provide long-term support to charitable organizations or causes that align with the donor's values and passions, even after the donor has passed away.

What information must be reported on planned and legacy giving?

The information that must be reported on planned and legacy giving includes details of the gift or donation, the recipient charity or cause, the timeline for when the gift will be received, and any specific instructions or conditions.