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GIFT IN WILL PLEDGE FORM Please note that it is not obligatory to return this form but if you do, we can ensure that you are kept up to date with Headway news and developments, and we can thank you

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How to fill out gift in will pledge

01

To fill out the gift in will pledge, follow these steps:

02

Begin by clearly stating your intent to make a gift in your will.

03

Specify the type of gift you wish to make, such as a specific dollar amount, a percentage of your estate, or a particular asset.

04

Clearly identify the recipient of the gift. Provide their full name, address, and any other necessary details to ensure proper identification.

05

Include any conditions or restrictions you wish to impose on the gift, if applicable.

06

Consult with legal professionals to ensure your gift in will pledge is valid and meets all legal requirements.

07

Keep a copy of the filled-out pledge document in a safe place, such as with your will or estate planning documents.

Who needs gift in will pledge?

01

Anyone who wants to leave a specific gift to a person, organization, or charity in their will may consider making a gift in will pledge. It is especially useful for individuals who want to ensure their wishes are carried out after their passing and have a lasting impact on the recipient. It is important to consult with legal professionals to ensure that the gift in will pledge is properly executed.

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