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Get the free Bequest Intention Form for Gift Credit - Wellesley College

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Bequest Intention Form for Gift Credit Name(s)Class Year (or date of birth)In appreciation of Wellesley College and with the desire to contribute to its continued strength and success, I/we have executed
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01
Begin by downloading the bequest intention form from the organization's website.
02
Read the instructions provided on the form carefully.
03
Fill in your personal information, including your full name, address, and contact details.
04
Specify the details of your bequest, such as the specific assets or percentage of your estate you wish to leave.
05
Indicate the beneficiary or beneficiaries who will receive the bequest.
06
Consider adding any specific conditions or restrictions to the bequest, if desired.
07
Include any alternate beneficiaries in case the primary beneficiaries are unable to receive the bequest.
08
Sign and date the form to make it legally binding.
09
Submit the completed form to the organization, following the provided instructions.

Who needs bequest intention form for?

01
Anyone who wishes to include a charitable organization or individual as a beneficiary in their will can use a bequest intention form.
02
Those who want to leave a legacy and support a cause or organization they care about may find this form useful.
03
Estate planners, lawyers, or those involved in the process of planning their estate can also benefit from using a bequest intention form.
04
It is recommended to consult with a legal professional when completing a bequest intention form to ensure its legality and adherence to applicable laws.
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The bequest intention form is used to formally document an individual's intention to make a charitable bequest as part of their estate planning.
Individuals who plan to leave a charitable gift in their will or estate plan are typically required to file a bequest intention form.
To fill out a bequest intention form, provide personal information, details about the intended charitable gift, and any specific conditions or instructions related to the bequest.
The purpose of the bequest intention form is to ensure that the charitable organization is aware of the intended gift and can plan accordingly for future funding and projects.
The information required includes the donor's name, contact information, the name of the charity, the value of the bequest, and any specific wishes related to the gift.
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