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CONFIDENTIAL BEQUEST REPLY FORM Date: Name (1)! Please list as AnonymousBirthdate Name (2)! Please list as AnonymousBirthdate AddressCityStateZip Email(1)Cellphone Email(2)Cellphone! Yes, Shoreline
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How to fill out congregation legacy intent form

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To fill out the congregation legacy intent form, follow these steps:
02
Start by reading the instructions provided on the form.
03
Provide your personal information such as name, address, contact details, etc.
04
Indicate your intent for leaving a legacy to the congregation. This could be in the form of a monetary donation, assets, or any other type of contribution.
05
If applicable, specify any conditions or restrictions you have regarding the legacy.
06
Sign and date the form.
07
Review the completed form for accuracy and make any necessary corrections.
08
Submit the form to the designated individual or department within the congregation.
09
Keep a copy of the form for your records.

Who needs congregation legacy intent form?

01
The congregation legacy intent form is needed by individuals who wish to express their intention of leaving a legacy to the congregation. This could include members of the congregation, supporters, or individuals who have a strong connection to the congregation and want to contribute to its long-term sustainability.
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Conregation legacy intent form is a document that allows congregations to declare their intent to preserve their legacy and historical significance.
All congregations who wish to preserve their legacy are required to file the congregation legacy intent form.
To fill out the congregation legacy intent form, congregations must provide information about their history, significance, and plans for preservation.
The purpose of the congregation legacy intent form is to document and recognize the historical significance of congregations and their contributions to society.
Congregations must report their history, significant events, historical artifacts, and plans for preserving their legacy on the congregation legacy intent form.
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universalist birthdate testamentary legacyshorelineunitarian revocable attn unitarian bequest unrestricted shoreline specify org optional outright beneficiary remainder

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