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Legacy Gift Declaration of Intent An expression of commitment to helping low income seniors in Chicago In recognition and support of the goals and mission of H.O.M.E., I/we acknowledge the following
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01
Start by gathering all the necessary information and documents such as your full name, address, contact details, and any specific details regarding the legacy gift you intend to declare.
02
Read through the legacy gift declaration form carefully, ensuring you understand each section and the information required.
03
Begin filling out the form step by step, providing accurate and complete information as requested. This may include details about the type of legacy gift, the recipient or organization, any specific conditions or instructions, and any other relevant information.
04
Review the completed declaration form thoroughly, double-checking for any errors or missing information.
05
Sign and date the form in the designated section, certifying that the information provided is true and accurate to the best of your knowledge.
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Make copies of the completed legacy gift declaration form for your records.
07
Submit the original or required copies to the appropriate recipient or organization, following their instructions for submission.
08
Keep a copy of the submitted declaration form for your personal reference and records.

Who needs legacy gift declaration of?

01
Anyone who wishes to leave a legacy gift such as a donation, property, assets, or funds to a specific individual, organization, charity, or institution may need a legacy gift declaration form.
02
This includes individuals who want to ensure their assets are distributed according to their wishes after their demise and want to make their intentions legally binding.
03
Additionally, organizations that accept legacy gifts may require donors to complete a legacy gift declaration form to ensure clarity and compliance with legal and administrative procedures.
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A legacy gift declaration is a formal document that outlines donations or bequests intended to be made to specific beneficiaries upon the donor's death.
Individuals who plan to leave gifts in their wills or through estate plans are typically required to file a legacy gift declaration.
To fill out a legacy gift declaration, you need to provide personal information, details about the gifts being made, and the beneficiaries who will receive these gifts.
The purpose of a legacy gift declaration is to ensure that the donor's wishes are clearly articulated and legally recognized, facilitating the proper distribution of assets after death.
The information that must be reported includes the donor's personal details, descriptions of the legacy gifts, values, and the names and contact information of the beneficiaries.
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