Get the free PLANNED GIFT - Statement of Intent - naccc.org

PLANNED GIFT Statement of Intent To formalize and record your intent with the NAC CC and the Congregational Foundation please complete this form and return to the NAC CC via mail, fax, or scanned

How to fill out planned gift - statement

How to fill out planned gift - statement

1. To fill out a planned gift statement, follow these steps:
2. Begin by determining your philanthropic goals and objectives. Understand why you want to make a planned gift and how it aligns with your values.
3. Research and identify the type of planned gift that best suits your needs and circumstances. Common types include bequests, charitable gift annuities, charitable remainder trusts, and donor-advised funds.
4. Understand the tax implications and benefits associated with your planned gift. Consult with a financial advisor or estate planning professional to ensure you make an informed decision.
5. Contact the organization or charity to which you wish to make the planned gift. They will provide you with the necessary documentation and information to proceed.
6. Review and complete the planned gift statement. Include all relevant details such as the type of gift, its value, any restrictions, and the purpose of the gift.
7. Consult with your attorney or estate planning professional to review the completed statement and ensure it complies with legal requirements.
8. Sign and date the planned gift statement. Keep a copy for your records and provide a copy to the organization or charity.
9. Communicate your planned gift to relevant family members, beneficiaries, or trustees to ensure they are aware of your intentions.
10. Regularly review and update your planned gift statement as necessary, especially if there are changes in your financial or personal circumstances.
11. Celebrate your commitment to philanthropy and the positive impact your planned gift will have on the organization or charity you have chosen.

Who needs planned gift - statement?

1. Planned gifts are suitable for individuals who:
2. - Wish to leave a lasting legacy and support causes or organizations that are meaningful to them
3. - Want to maximize the impact of their philanthropy by making gifts that continue to give even after their lifetime
4. - Seek to minimize taxes and maximize financial benefits through strategic charitable giving
5. - Desire to provide ongoing support to a charity or organization that relies on consistent funding
6. - Have substantial assets or wealth and want to ensure their resources are utilized effectively for charitable purposes
7. - Want to be actively involved in shaping their philanthropic goals and the use of their resources beyond their lifetime

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What is planned gift - statement?

Planned gift statement refers to a document that outlines gifts made to a charity or organization in the future, often through a will or trust.

Who is required to file planned gift - statement?

Individuals or entities who have made planned gifts to charities or organizations are required to file planned gift statements.

How to fill out planned gift - statement?

Planned gift statements can be filled out by providing details of the gift, the recipient charity or organization, and the intended timing of the gift.

What is the purpose of planned gift - statement?

The purpose of the planned gift statement is to document and ensure the proper handling of gifts made to charities or organizations in the future.

What information must be reported on planned gift - statement?

Planned gift statements must include details of the gift, the recipient charity or organization, and the intended timing of the gift.