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LEGACY GIFT NOTIFICATION FORM Name Birthdate Address City State Zip Code Telephone Email Legacy Gift Notification I/We have named the Endowment for Equal Justice as a beneficiary of my/our: Will/Trust
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How to fill out legacy gift notification form

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To fill out the legacy gift notification form, follow these steps:
02
Obtain the legacy gift notification form from the organization or institution that requires it.
03
Read the instructions and requirements carefully to ensure you provide the necessary information.
04
Begin by providing your personal information, such as your full name, address, and contact details.
05
Fill in the details of the legacy gift, including the type of gift, its estimated value, and any restrictions or specific instructions.
06
If applicable, provide details about the executor of the gift or any designated beneficiaries.
07
Attach any supporting documents or additional information as requested.
08
Review the completed form thoroughly to ensure accuracy and completeness.
09
Sign and date the form where required.
10
Submit the form to the designated recipient or department.
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Keep a copy of the filled-out form for your records.

Who needs legacy gift notification form?

01
The legacy gift notification form is typically needed by individuals or entities who wish to notify an organization or institution about a planned or intended legacy gift.
02
This may include individuals who want to leave a donation or bequest in their will, organizations planning to allocate funds or assets after their dissolution, or any person/entity making a significant planned gift to a charitable cause.
03
In essence, anyone who wishes to formally communicate their intention to make a legacy gift can utilize the legacy gift notification form.
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The legacy gift notification form is a document used to report the intent to make a charitable contribution from an estate or trust, typically notifying the receiving organization of the upcoming gift.
Individuals, executors, or trustees who intend to make a legacy gift to a charity as part of an estate plan are required to file this form.
To fill out the legacy gift notification form, provide details such as the donor's information, the charity's information, the value of the gift, and any specific instructions regarding the use of the gift.
The purpose of the legacy gift notification form is to formally notify charities of planned future gifts, ensuring that the receiving organizations are prepared and can recognize the contributions appropriately.
The form typically requires the donor's name, contact information, details of the gift (including its value), and the name and contact information of the charitable organization.
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