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Confidential Planned Gift Intention Form1333 May crest Dr. Fort Wayne, IN 46805 I (we) have made a provision for H.O.P.E. for Animals In my (our) estate to assist animals with spay/neuter/wellness.
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How to fill out confidential planned gift intention

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Step 1: Start by downloading the confidential planned gift intention form from the organization's website.
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Step 2: Fill in your personal details, such as your name, address, and contact information.
03
Step 3: Indicate the type of gift you intend to make, whether it's a cash donation, property, stocks, or another form of asset.
04
Step 4: Specify the purpose of your gift and any restrictions or conditions you have in mind.
05
Step 5: If you have any specific instructions for the organization regarding the use of your gift, make sure to include them in the form.
06
Step 6: Provide the details of the executor or trustee who will oversee the distribution of your gift, if applicable.
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Step 7: Sign and date the confidential planned gift intention form.
08
Step 8: Submit the form to the organization according to their instructions. It's recommend to send it by certified mail or deliver it in person to ensure its confidentiality and proper handling.
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Step 9: Keep a copy of the filled-out form for your records.

Who needs confidential planned gift intention?

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Confidential planned gift intention is needed by individuals who wish to make a planned gift to a particular organization while keeping the details of their donation private and confidential.
02
Many donors choose to fill out a confidential planned gift intention form when they want to make a substantial gift, leave a legacy, support a cause they are passionate about, or ensure their donation aligns with their personal values.
03
This form is helpful for those who want to maintain anonymity, avoid public recognition, or have specific wishes and instructions that they want the organization to follow regarding their planned gift.
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Confidential planned gift intention refers to a confidential statement of a donor's intention to make a planned gift to a charity.
The charity receiving the planned gift is required to file the confidential planned gift intention.
Confidential planned gift intention can be filled out by providing details of the donor's intention and the planned gift.
The purpose of confidential planned gift intention is to inform the charity of the donor's intention to make a planned gift.
Confidential planned gift intention must report details of the donor's intention, the planned gift, and any relevant information.
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