Get the free Planned Giving Intention Form - Catholic Foundation of ...

Planned Gift Intention Form To demonstrate my commitment to providing for those in need, I have included The Corner Table Soup Kitchen in my estate plan. Note: all information provided will be kept

How to fill out planned giving intention form

How to fill out planned giving intention form

1. Step 1: Obtain a copy of the planned giving intention form from the organization or institution you would like to make a planned gift to.
2. Step 2: Read the instructions provided with the form carefully to understand the information requested.
3. Step 3: Fill out your personal information, including your name, address, phone number, and email address.
4. Step 4: Specify the type of planned gift you intend to make, such as a bequest in your will, charitable trust, or life insurance policy.
5. Step 5: Provide details about the planned gift, such as the amount or percentage you wish to donate, any specific assets involved, or any restrictions on the gift.
6. Step 6: Indicate whether you want your gift to remain anonymous or if you are open to being recognized publicly.
7. Step 7: If applicable, include any additional instructions or requests regarding your planned gift.
8. Step 8: Review the completed form to ensure all information is accurate and complete.
9. Step 9: Sign and date the form.
10. Step 10: Submit the form according to the instructions provided, either by mail or electronically.

Who needs planned giving intention form?

1. Planned giving intention forms are needed by individuals who wish to make a planned gift to a specific organization or institution.
2. This could include individuals who want to leave a bequest in their will, establish a charitable trust, donate a life insurance policy, or make any other type of planned gift.
3. Organizations often require individuals to fill out a planned giving intention form to ensure that their wishes and intentions regarding the gift are properly recorded and can be executed accordingly.

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What is planned giving intention form?

A planned giving intention form is a document that individuals use to express their intent to make a charitable donation in the future, typically through a bequest, trust, or other planned giving methods.

Who is required to file planned giving intention form?

Individuals who intend to make a planned gift to a charity are usually encouraged to file this form to officially communicate their intentions, although not all may be required by law.

How to fill out planned giving intention form?

To fill out the planned giving intention form, you will typically need to provide your personal details, details about the charity, the type of planned gift, and the estimated value of the gift.

What is the purpose of planned giving intention form?

The purpose of the planned giving intention form is to formally document an individual’s commitment to donate to a charity in the future, helping the organization with future planning and fundraising strategies.

What information must be reported on planned giving intention form?

The information that must be reported includes the donor's name, contact information, the name of the charity, details of the planned gift, and its estimated value.