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Planned Gift Intention Form Please complete the following so that we can properly recognize and acknowledge your planned gift to Atrium Health Foundation. PERSONAL INFORMATION Name: Date of Birth:

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How to fill out planned gift intention form

01

Start by gathering all the necessary information such as personal details, contact information, and beneficiary information.

02

Carefully read the instructions provided with the planned gift intention form to understand the requirements and any specific guidelines.

03

Fill out the personal details section of the form, including your name, address, phone number, and email address.

04

Provide details about the planned gift, including the type of gift (such as cash, securities, real estate, etc.), estimated value, and any specific conditions or restrictions.

05

If there are multiple beneficiaries, specify their names, contact information, and their relationship to you.

06

Consider including a contingency plan or alternative beneficiaries in case the primary beneficiaries are unable to receive the gift.

07

Review the completed form for any errors or missing information, ensuring that all sections are filled out accurately and completely.

08

Sign and date the form as required, and provide any additional documentation or supporting materials as requested.

09

Make a copy of the completed form for your records before submitting it to the designated recipient or organization.

10

Follow up with the recipient to ensure that they have received and processed your planned gift intention form.

Who needs planned gift intention form?

01

Planned gift intention forms are typically needed by individuals who wish to make a planned gift to a charitable organization or beneficiary.

02

These individuals may include donors who want to ensure that their assets or estate are distributed according to their wishes after their passing.

03

Furthermore, individuals who want to leave a lasting legacy or support a cause they care about may also need to fill out a planned gift intention form.

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What is planned gift intention form?

A planned gift intention form is a document that allows individuals to express their intention to make a charitable gift in the future through various means, such as bequests, trusts, or life insurance.

Who is required to file planned gift intention form?

Individuals who intend to make a planned gift to a nonprofit organization or charity are typically encouraged to file a planned gift intention form.

How to fill out planned gift intention form?

To fill out a planned gift intention form, one needs to provide personal information, details about the intended gift, the type of gift, and any relevant designations related to the charity.

What is the purpose of planned gift intention form?

The purpose of the planned gift intention form is to formalize the donor's commitment to making a future gift and to help the organization plan for its future funding.

What information must be reported on planned gift intention form?

The form must report the donor's contact information, the type of planned gift, the estimated value of the gift, and the intended use of the gift by the organization.

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