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PLANNED GIVING Encounter God, Encourage Others, Engage Our World “Planned giving facilitates planned growth! “ THE NEED FOR PLANNED GIVING Your support through giving can secure our ability to

How to fill out planned giving forms

How to fill out planned giving forms

1. Start by reviewing the planned giving forms provided by your organization.
2. Fill in your personal information, including your name, address, and contact details.
3. Indicate the type of planned gift you would like to make, such as a bequest in your will, a charitable gift annuity, or a trust.
4. Provide detailed instructions regarding how you would like your gift to be used by the organization.
5. If applicable, include any conditions or restrictions for your gift.
6. Review the completed form for accuracy and make any necessary corrections.
7. Sign and date the form.
8. Submit the form to the appropriate person or department within your organization.
9. Keep a copy of the completed form for your records.

Who needs planned giving forms?

1. Planned giving forms are needed by individuals who wish to make a planned or deferred gift to a charitable organization.
2. These forms are typically used by donors who want to ensure their donations have a long-term impact and support the charitable causes they care about.
3. Planned giving forms help establish the terms and conditions of the gift, provide instructions for the use of the gift, and ensure the donor's wishes are properly documented.

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What is planned giving forms?

Planned giving forms are legal documents used by individuals to express their wishes regarding charitable donations or bequests they would like to make as part of their estate planning.

Who is required to file planned giving forms?

Individuals who wish to make donations or bequests to charity as part of their estate planning are required to file planned giving forms.

How to fill out planned giving forms?

Planned giving forms can be filled out by providing information about the charitable organization, the amount or type of donation, and any specific instructions or conditions for the donation or bequest.

What is the purpose of planned giving forms?

The purpose of planned giving forms is to ensure that individuals' wishes regarding charitable donations or bequests are carried out after their passing.

What information must be reported on planned giving forms?

Planned giving forms typically require information about the donor, the charitable organization, the amount or type of donation, and any specific conditions or instructions for the donation or bequest.