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CONFIDENTIAL CHARITABLE ESTATE GIFT INTENTION Thank you for planning to make a charitable estate gift to support the future of Villanova University. Completing, signing, and returning this form allows
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How to fill out statement of legacy intention

01
Begin by clearly stating your intention to leave a legacy in your statement.
02
Specify what you want your legacy to be and how you want to be remembered.
03
Include any personal values or principles that you want to pass on through your legacy.
04
Discuss any specific actions or contributions you intend to make to leave a lasting impact.
05
Consider including a section on how you want your legacy to benefit others or make a positive change in the world.
06
Review and revise your statement to ensure it accurately reflects your intentions and values.
07
Sign and date the statement to make it official.
08
Keep a copy of the statement for your records and consider sharing it with loved ones or trusted individuals who can help ensure your wishes are honored.

Who needs statement of legacy intention?

01
Anyone who wants to ensure their values, principles, and desires are preserved and passed on after their demise.
02
Individuals who have specific actions or contributions they want to be remembered for.
03
Those who want to make a positive impact or benefit others through their legacy.
04
People who want to leave a clear and official statement of their intentions for their loved ones or trusted individuals to reference.
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A statement of legacy intention is a legal document that outlines an individual's desires regarding their estate, funeral arrangements, and the distribution of their assets after their death.
Typically, individuals who wish to formalize their end-of-life wishes and ensure their legacy intentions are respected are encouraged to file a statement of legacy intention. This may include estate executors or individuals creating wills.
To fill out a statement of legacy intention, individuals should include their personal information, describe their wishes regarding property, burial or cremation preferences, and any specific allocations of assets to beneficiaries. It is advisable to consult legal professionals for assistance.
The purpose of a statement of legacy intention is to provide clear instructions for the management of an individual's estate, ensuring that their wishes are known and followed after their death, thus reducing potential disputes among heirs.
Information that must be reported includes the individual's name, contact information, specific desires regarding funeral arrangements, asset distribution plans, and any additional instructions regarding personal belongings.
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