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Legacy Gift Statement of Intent (Confidential) Thank you for your generous commitment to include the Sunrise Neighborhood Assistance Program (SNAP) in your estate plan. To better understand your intentions
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To fill out a legacy gift statement, follow these steps:
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Start by providing your personal information, including your full name, address, and contact details.
03
Specify the date on which the legacy gift statement is being filled out.
04
Clearly state the purpose of the legacy gift statement, mentioning that it is a declaration of your intention to leave a legacy gift.
05
Identify the intended recipient or organization that will receive the legacy gift.
06
Describe the nature of the legacy gift, whether it is a sum of money, property, stocks, or any other assets.
07
Include any specific conditions or restrictions related to the legacy gift, if applicable.
08
Sign and date the legacy gift statement to confirm its authenticity and sincerity.
09
Keep a copy of the filled-out legacy gift statement for your records and share it with your lawyer, Executor, or the intended recipient.

Who needs legacy gift statement of?

01
The legacy gift statement is needed by individuals who wish to formalize their intention to leave a legacy gift for a specific person or organization.
02
Common users of legacy gift statements include individuals who want to include a charitable organization in their will, individuals who want to leave a substantial gift for a loved one, or those who want to donate a significant sum of money to a cause after their passing.
03
By creating a legacy gift statement, individuals can ensure that their desires regarding their assets and gifts are properly documented and will be executed according to their wishes after their death.
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The legacy gift statement is a document that details bequests and gifts made in a will or estate plan, conveying the intention of a testator regarding distribution of their assets after death.
Individuals or estates that make charitable bequests or significant gifts that exceed certain thresholds are typically required to file a legacy gift statement.
To fill out a legacy gift statement, collect necessary information such as the donor's details, the recipient's information, descriptions of the gifts, and the estimated value. Complete the form in accordance with the guidelines provided by the relevant tax authority.
The purpose of the legacy gift statement is to ensure proper documentation of estate gifts for tax purposes, facilitate transparency, and provide records for both donors and recipients.
The information that must be reported includes the names and addresses of the donor and recipient, descriptions and values of the gifts, and any relevant dates associated with the gifts.
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