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Legacy Society Gift Form Route to: SUM Foundation Attn: Accounting Owens 215A1104 7th Ave S. Muirhead, MN 56563DONOR INFORMATION Please print. Name(s) Address City, State, Zip Home foretell foreword
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To fill out a legacy society gift form, follow these steps:
02
Start by gathering all the required information, such as your personal details, contact information, and the details of the named beneficiary.
03
Read the instructions carefully provided on the form.
04
Begin with providing your personal details, including your name, address, phone number, and email address.
05
Fill in the designated fields for the gift amount, whether it is a one-time donation or a recurring gift.
06
Specify the purpose or designation of the gift, if applicable.
07
Identify the named beneficiary, including their name, relationship to you, and contact information.
08
If there are any special instructions or conditions for the gift, make sure to include them.
09
Review the completed form to ensure all the information is accurate and complete.
10
Sign and date the form.
11
Submit the filled-out form according to the instructions provided, either by mailing it to the specified address or submitting it online if available.

Who needs legacy society gift form?

01
The legacy society gift form is required by individuals who wish to make a planned or charitable gift to a legacy society or organization. This form is typically needed by individuals who want to leave a lasting impact on an organization or cause by making a gift as part of their estate plans or will. It may also be required by individuals who want to establish a named beneficiary for a specific gift or donation.
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The legacy society gift form is a document used to report gifts or donations received by members of a legacy society.
Members of a legacy society who have received gifts or donations are required to file the legacy society gift form.
To fill out the legacy society gift form, members must provide details about the gift or donation received, including the value and source.
The purpose of the legacy society gift form is to keep track of gifts or donations received by members of a legacy society for reporting and record-keeping purposes.
Members must report details about the gift or donation received, including the value, date received, and source of the gift.
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Relevant keywords

msum edu cfre hensrud foundationattn hensrudmnstate 7th moorhead 215a1104 accountingowens todays mn bequest designation unrestricted applicable spouses determines publications appropriately approximate beneficiary documentation ave provisions

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