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Legacy Society BEQUEST INTENTION FORM Thank you for your intention to fulfill your charitable legacy in partnership with the American Geophysical Union (AGU). This form will also allow us to honor
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How to fill out legacy society bequest intention

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How to fill out legacy society bequest intention

01
Start by considering your assets and how you would like to distribute them in your legacy.
02
Consult with an attorney or estate planner to ensure that your bequest intention is legally binding and aligned with your wishes.
03
Determine the specific beneficiaries or organizations you would like to include in your bequest intention.
04
Specify the type of bequest you want to make, such as a specific bequest (a fixed dollar amount or specific asset), a percentage bequest, a residual bequest, or a contingent bequest.
05
Clearly outline your bequest intention in a written document, mentioning the beneficiaries, the type of bequest, and any specific conditions or instructions.
06
Review and update your bequest intention periodically to ensure it reflects any changes in your assets or personal circumstances.
07
Store your bequest intention in a safe and easily accessible location, and inform your executor or loved ones about its existence and whereabouts.

Who needs legacy society bequest intention?

01
Anyone who wishes to leave assets or make charitable donations through their estate can benefit from creating a legacy society bequest intention.
02
Individuals who want to ensure their assets are distributed according to their wishes after their death.
03
Donors who want to support specific charities, organizations, or causes even after they are no longer alive.
04
People who want to create a lasting impact and leave a charitable legacy.
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Legacy society bequest intention refers to a planned gift made by a member of an organization or charity to leave a part of their estate as a donation upon their death.
Members of the legacy society or individuals who have expressed their intention to leave a bequest to an organization or charity are required to file the legacy society bequest intention.
To fill out the legacy society bequest intention, individuals need to provide details of the planned gift in writing or through a legal document such as a will.
The purpose of legacy society bequest intention is to ensure that the wishes of the individual regarding their estate are carried out after their death by leaving a charitable donation.
The information that must be reported on legacy society bequest intention includes the details of the planned gift, the name of the organization or charity receiving the bequest, and any specific instructions from the individual.
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