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Get the free PLANNED GIVING DESIGNATION FORM - SPCA Cincinnati

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PLANNED GIVING DESIGNATION FORM We are truly grateful and appreciate your desire to support SPCA Cincinnati by including us in your estate plans. The questionnaire will enable use to electively carry
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How to fill out planned giving designation form

01
Start by downloading the planned giving designation form from the organization's website or requesting a copy from their office.
02
Fill in your personal information such as your name, address, phone number, and email.
03
Provide the details of your planned giving designation, including the specific program or fund you wish to support.
04
Indicate the amount or percentage of your gift, and whether it will be a one-time donation or recurring.
05
If applicable, specify any special instructions or conditions for your gift.
06
Review the form to ensure all information is accurate and complete.
07
Sign and date the form to make it legally binding.
08
Submit the completed form to the organization through the designated submission method, such as mail or email.
09
Keep a copy of the filled out form for your records.

Who needs planned giving designation form?

01
Anyone who wishes to make a planned gift to support a particular charitable organization or cause needs a planned giving designation form. This form allows individuals to specify their intentions for how their gift will be used and ensures that their wishes are followed after their passing or incapacitation.
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Planned giving designation form is a document where an individual can specify how they would like their assets to be distributed to charitable organizations after their passing.
Anyone who wishes to leave a legacy gift or make a charitable donation through their estate plan is required to file a planned giving designation form.
To fill out a planned giving designation form, individuals can consult with an estate planning attorney or financial advisor for guidance on how to document their charitable giving wishes.
The purpose of a planned giving designation form is to ensure that an individual's charitable giving intentions are clearly outlined and respected after their passing.
The planned giving designation form may require information such as the name of the charity, specific bequest amounts or percentages, and any conditions or restrictions for the gift.
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