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Get the free Planned Giving Request for more Information Form Feb 2020.docx

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Planned Giving Request for more InformationMetro Catholic School Legacy Society Metro Catholic School Empowering Dreams for over 30 Years Advancement Office 3555 West 54 Street Cleveland, Ohio 44102
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How to fill out planned giving request for

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How to fill out planned giving request for

01
Start by researching the organization or institution that you are interested in making a planned gift to.
02
Contact the organization's planned giving department or representative to request a planned giving request form.
03
Fill out your personal information including your name, address, and contact details.
04
Specify the type of planned gift you are interested in making, such as a bequest, charitable trust, or life insurance policy.
05
Provide details about the assets or funds you wish to donate, including their estimated value and any specific instructions for their use.
06
Consider consulting with a financial advisor or attorney to ensure that your planned gift aligns with your overall estate planning goals.
07
Review the completed form for accuracy and completeness before submitting it to the organization's planned giving department.
08
Follow any additional instructions provided by the organization, such as including supporting documentation or signatures.
09
Keep a copy of the completed planned giving request form for your records.
10
Wait for the organization to acknowledge and process your planned giving request.

Who needs planned giving request for?

01
Planned giving request forms are typically needed by individuals or donors who wish to make a charitable contribution or gift to an organization or institution through a planned giving arrangement.
02
This may include individuals who want to leave a bequest in their will, establish a charitable trust, donate a life insurance policy, or make other types of planned gifts.
03
These forms help the organization or institution collect the necessary information to process and administer these planned gifts effectively.
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Planned giving request is for individuals or organizations to make arrangements for a charitable donation that will occur at a later date, typically upon the donor's death.
Individuals who intend to make a planned gift to a charity are typically required to file a planned giving request.
To fill out a planned giving request, one must provide personal information, the details of the planned gift, and the beneficiary organization or charity.
The purpose of a planned giving request is to formalize the donor's intention to make a future donation, allowing charities to plan for their future funding.
The information that must be reported includes donor's details, the nature of the planned gift, and the charity that will receive the gift.
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