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Pledging your gift over a period of time is a monthly reminder of your active participation as a partner in mission with the Oblate. PreAuthorized Gift Plan Name: Address: City:Province:Postal Code:Phone

How to fill out pre-authorized gift plan

How to fill out pre-authorized gift plan

1. Step 1: Begin by accessing the pre-authorized gift plan form.
2. Step 2: Fill out the personal information section, including your name, address, and contact information.
3. Step 3: Provide the necessary details of the gift, such as the amount, frequency of payment, and start date.
4. Step 4: Indicate the payment method you prefer, whether it's through credit card, automatic bank withdrawal, or another option.
5. Step 5: If applicable, include any specific instructions or designations for the use of the gift.
6. Step 6: Review the form for accuracy and completeness.
7. Step 7: Sign the form and date it.
8. Step 8: Submit the filled-out form to the relevant organization or recipient of the pre-authorized gift plan.
9. Step 9: Keep a copy of the form for your records.

Who needs pre-authorized gift plan?

1. Anyone who wishes to make regular contributions or gifts to a specific organization or cause can benefit from a pre-authorized gift plan.
2. Individuals who want to streamline their charitable giving process and ensure consistent support can opt for a pre-authorized gift plan.
3. Donors who prefer scheduled and automatic deductions from their bank accounts or credit cards can find value in a pre-authorized gift plan.

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What is pre-authorized gift plan?

A pre-authorized gift plan is a financial arrangement allowing individuals to make scheduled gifts to beneficiaries over time, rather than making a lump-sum gift.

Who is required to file pre-authorized gift plan?

Individuals who intend to make gifts to recipients exceeding the annual gift tax exclusion amount and want to establish a systematic gifting process may need to file a pre-authorized gift plan.

How to fill out pre-authorized gift plan?

To fill out a pre-authorized gift plan, you typically need to provide your personal information, details about the recipients, the amount and frequency of gifts, and any other relevant information as required by the applicable tax authority.

What is the purpose of pre-authorized gift plan?

The purpose of a pre-authorized gift plan is to allow individuals to manage their gifting to minimize tax liabilities while providing financial support to their chosen beneficiaries over a period.

What information must be reported on pre-authorized gift plan?

Information that must be reported usually includes the donor's name and address, recipient details, the amount of each scheduled gift, frequency of gifts, and any conditions attached to the gifts.