Get the free Planned Giving Form - Seattle Foundation

Planned GivingPlanned Giving with Seattle Foundation SECTION 1A: Donor Information Please list your information below and indicate which donor should be the primary contact. DONOR 1NameMailing AddressCityStateZipPhone

How to fill out planned giving form

How to fill out planned giving form

1. Begin by downloading or obtaining a copy of the planned giving form.
2. Read the instructions and guidelines provided with the form to understand the requirements and options.
3. Fill in your personal information accurately, including your name, address, and contact details.
4. Specify the type of planned gift you would like to make, such as a bequest, charitable annuity, or trust.
5. Provide details of the charitable organization or recipient you wish to designate as the beneficiary of your planned gift.
6. If applicable, indicate any specific restrictions or preferences for the use of your gift.
7. Include any additional information or documentation required by the form, such as witness signatures or notarization.
8. Review the completed form for accuracy and completeness.
9. Submit the form as instructed, either by mailing it to the designated address or submitting it online.
10. Retain a copy of the filled-out form for your records.

Who needs planned giving form?

1. Planned giving forms are typically needed by individuals or donors who wish to make charitable contributions or gifts to nonprofit organizations through their estate plans.
2. They may also be required by individuals participating in planned giving programs, or those who want to establish trusts or endowments for charitable purposes.
3. People who want to ensure their assets are distributed as per their wishes after death often use planned giving forms.

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What is planned giving form?

Planned giving form is a document used by individuals to outline their intentions to donate to a charity or organization through their estate or financial planning.

Who is required to file planned giving form?

Individuals who wish to make a planned gift to a charity or organization are required to file a planned giving form.

How to fill out planned giving form?

To fill out a planned giving form, individuals can typically download the form from the charity or organization's website, fill in their personal information, specify the gift amount or type, and indicate any special instructions.

What is the purpose of planned giving form?

The purpose of a planned giving form is to formalize an individual's intentions to make a charitable gift through their estate or financial planning, and provide details about the gift they wish to make.

What information must be reported on planned giving form?

Information that must be reported on a planned giving form typically includes the donor's personal information, the intended gift amount or type, any restrictions or special instructions, and contact information for the charity or organization.