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CONFIDENTIALBEQUEST / PLANNED GIFT CONFIRMATION Helen Coley Nuts SocietyThank you for your legacy gift, which will help us to carry out our mission to save more lives by fueling the discovery and
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How to fill out bequest planned gift confirmation

01
Start by obtaining a copy of the bequest planned gift confirmation form.
02
Read the form thoroughly to understand the required information and instructions.
03
Begin by providing your personal information such as your name, address, and contact details.
04
Next, specify the bequest amount or property you wish to contribute.
05
Indicate the purpose or designated fund for your bequest, if applicable.
06
If you have any specific conditions or restrictions for the bequest, include them in the appropriate section.
07
Consider including a contingency plan if the original purpose of your bequest becomes impracticable.
08
Review the completed form for accuracy and completeness.
09
Sign and date the bequest planned gift confirmation.
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Make copies of the completed form for your records and submit the original as instructed.

Who needs bequest planned gift confirmation?

01
Anyone who wishes to leave a bequest as part of their estate planning can benefit from a bequest planned gift confirmation. It is particularly relevant for individuals who want to ensure that their bequest is carried out according to their wishes and that the designated funds or properties are transferred to the intended recipients or organizations.
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Bequest planned gift confirmation is a formal document that acknowledges and verifies the intent of an individual to make a planned gift through their will or estate plan.
Individuals or organizations who are beneficiaries of a bequest or planned gift are typically required to file the bequest planned gift confirmation.
To fill out the bequest planned gift confirmation, individuals must provide required personal information, the details of the planned gift, and any supporting documentation as requested by the organization receiving the gift.
The purpose of bequest planned gift confirmation is to officially document the commitment to a planned gift, ensuring that both the donor's intentions and the organization's policies are clear and adhered to.
The information that must be reported typically includes the donor's name, contact details, the specifics of the planned gift, the estimated value, and the intended recipient organization.
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