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Legacy Gift Intention Form To demonstrate my/our commitment to providing to people in need, I/we have made charitable provisions for the St. Louis Area Food bank in my/our estate plans. Note: All
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How to fill out legacy giving intention form

01
Start by reading the instructions on the top of the legacy giving intention form.
02
Fill out your personal information section including your name, address, and contact details.
03
Specify the type of legacy gift you intend to make, whether it's a percentage of your estate, a specific amount of money, or a particular asset.
04
Provide details of the recipient(s) of your legacy gift, such as the name of an organization or individual.
05
Include any conditions or restrictions you want to place on your legacy gift, if applicable.
06
Sign and date the form to make it legally valid.
07
Make a copy of the completed form for your own records.
08
Submit the filled-out legacy giving intention form to the relevant recipient or organization.

Who needs legacy giving intention form?

01
Anyone who wishes to leave a legacy gift as part of their estate planning can benefit from using a legacy giving intention form. This includes individuals who want to support charitable organizations, educational institutions, religious institutions, or any other entity through their estate plan. It is a useful tool for individuals who want to ensure that their wishes regarding their legacy gift are properly documented and legally binding.
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The legacy giving intention form is a document where an individual can indicate their intention to leave a gift or donation in their will to a charitable organization.
Anyone who wants to leave a legacy gift to a charitable organization and wishes to document their intentions is required to file a legacy giving intention form.
To fill out a legacy giving intention form, individuals can contact the charitable organization or their legal advisor for guidance on how to complete the form.
The purpose of the legacy giving intention form is to provide a record of an individual's intentions to leave a legacy gift to a charitable organization, ensuring that their wishes are carried out after their passing.
The information reported on a legacy giving intention form typically includes the individual's name, contact information, details of the legacy gift, and any specific instructions or wishes regarding the donation.
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