Get the free Planned Giving Intention Form - Animal Welfare Institute

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Planned Giving Intention Form To demonstrate my commitment to reducing animal suffering caused by people, I have included the Animal Welfare Institute in my estate plans. Note: all information provided

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How to fill out planned giving intention form

01

Start by obtaining the planned giving intention form from the organization you wish to make a donation to.

02

Read the instructions provided on the form carefully to understand the information required.

03

Fill out your personal details such as your name, address, and contact information.

04

Indicate the type of gift or donation you intend to make, whether it is a one-time gift or a recurring contribution.

05

Specify the amount or percentage of your gift.

06

If applicable, provide details about any restrictions or conditions you have for your gift.

07

Consider including a provision for a backup or alternate recipient in case your initial intended recipient is unable to accept the gift.

08

If you have any specific instructions regarding the use of your gift, include them in the appropriate section of the form.

09

Review the completed form to ensure all the information is accurate and complete.

10

Sign and date the form, indicating your consent to the planned giving intention.

11

Submit the form to the organization as per their instructions, whether it is via mail, email, or in person.

Who needs planned giving intention form?

01

Anyone who wishes to make a planned gift or donation to an organization may need to fill out a planned giving intention form.

02

This can include individuals who want to leave a charitable bequest in their will, establish a trust or endowment, name an organization as a beneficiary in their life insurance policy or retirement account, or make a planned gift in any other form.

03

Organizations usually require these forms to ensure that the donor's intentions are clearly stated and can be properly implemented according to their policies and procedures.

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What is planned giving intention form?

Planned giving intention form is a document that allows individuals to indicate their intention to make a future charitable donation or gift to a nonprofit organization.

Who is required to file planned giving intention form?

Individuals who plan to make a future charitable donation or gift to a nonprofit organization are required to file planned giving intention form.

How to fill out planned giving intention form?

Planned giving intention form can be filled out by providing personal information, details of the planned gift or donation, and indicating the desired purpose of the gift.

What is the purpose of planned giving intention form?

The purpose of planned giving intention form is to document and formalize an individual's intention to make a future charitable donation or gift, helping nonprofit organizations plan for future donations.

What information must be reported on planned giving intention form?

Planned giving intention form typically requires the reporting of personal information, details of the planned gift, intended purpose of the gift, and contact information for follow up.

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