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Get the free Draft Legacy Gift Intent Form DH Edits 12-15-20 (1)

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LegacyGivingIntentForm CONFIDENTIAL LegacySocietyMembershipInformation(please print): We are creating a legacy society to honor those individuals who have chosen to provide support by naming Monterey
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How to fill out draft legacy gift intent

01
Start by gathering all the necessary documents, such as the draft legacy gift intent form, any relevant legal documents or wills, and any supporting documents or evidence of assets you wish to include in the gift.
02
Carefully review the draft legacy gift intent form, paying attention to any specific instructions or requirements outlined in the document.
03
Fill out the personal information section of the form, providing your full name, contact information, and any other requested details.
04
Specify the nature of your intended gift in detail, including the assets or property you wish to donate, and any specific conditions or restrictions you want to impose on the gift.
05
If desired, include any alternative provisions or contingent gifts in case the primary intended gift cannot be fulfilled.
06
Seek legal advice if needed to ensure the draft legacy gift intent form meets all legal requirements and is properly executed.
07
Sign and date the form in the presence of witnesses, as required by law.
08
Submit the completed draft legacy gift intent form to the intended recipient or the designated organization, ensuring the necessary copies are retained for your own records.

Who needs draft legacy gift intent?

01
Anyone who wishes to include a charitable donation or legacy gift as part of their estate planning.
02
Individuals who want to ensure their assets or property are distributed according to their wishes after their passing.
03
Donors who want to support specific causes or organizations they believe in, even after their death.
04
People who desire to leave a lasting legacy by making a substantial impact through charitable giving.
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Draft legacy gift intent is a document outlining an individual's intention to leave a gift or donation to a specific person, organization, or charity in their will.
Anyone who wishes to specify their intentions for legacy gifts in their will should file a draft legacy gift intent.
To fill out a draft legacy gift intent, individuals should clearly state the details of the gift or donation they wish to leave, the recipient of the gift, and any specific conditions or instructions.
The purpose of draft legacy gift intent is to provide clarity and direction on how an individual wishes their legacy gifts to be distributed after their passing.
The draft legacy gift intent should include details of the gift or donation, the intended recipient, any specific instructions or conditions, and the date the document was created.
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