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PLANNED GIVING DESIGNATION FORM We are truly grateful and appreciate your desire to support H.O.P.E. for Animals by including us in your estate plans. The questionnaire will enable us to electively
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How to fill out planned giving designation form

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How to fill out planned giving designation form

01
Obtain a copy of the planned giving designation form from the organization you wish to make a planned gift to.
02
Read the instructions provided on the form carefully to understand the requirements and options for designating your gift.
03
Fill in your personal information, including your name, address, phone number, and email.
04
Specify the amount or percentage of your planned gift and the type of gift you intend to make (e.g. cash, stocks, real estate, etc.).
05
If you have any specific restrictions or conditions for your gift, such as a particular program or project you wish to support, indicate them clearly.
06
Consider consulting with an attorney or financial advisor to ensure your planned gift aligns with your overall estate planning goals.
07
Sign and date the form, and provide any additional required information or documentation as requested.
08
Submit the completed form to the organization either by mail or electronically, following their specified submission instructions.
09
Keep a copy of the filled-out form for your records.

Who needs planned giving designation form?

01
Anyone who wishes to make a planned gift to a charitable organization or nonprofit can benefit from using a planned giving designation form.
02
These forms provide a structured and official way to communicate your intentions and ensure that your gift is used as you intend.
03
Planned giving is often done as part of estate planning, allowing individuals to leave a lasting legacy and support causes they care about.
04
By filling out a planned giving designation form, you can have peace of mind knowing that your philanthropic goals will be fulfilled even after your lifetime.
05
It is recommended for individuals who want to make a significant impact with their charitable contributions and have a clear plan for their assets.
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Planned giving designation form is a document that allows individuals to specify how they would like their charitable donations to be distributed after their passing.
Individuals who wish to make charitable donations through their estate planning or will are required to file a planned giving designation form.
To fill out a planned giving designation form, individuals must carefully follow the instructions provided by the organization or charity offering the form. They must provide their personal information, details of the planned gift, and any specific instructions for distribution.
The purpose of a planned giving designation form is to ensure that individuals' charitable wishes are carried out after their passing and that their donations are distributed according to their preferences.
The information that must be reported on a planned giving designation form includes the donor's personal details, details of the planned gift, any specific instructions for distribution, and the charity or organization receiving the donation.
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