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APPENDIX A:Planned Gift Intent and Consent Format Established:September 2020Approver:Director, Advancement___Letter of Intent for a Future (Estate) Gift As evidence of my/our desire to provide a legacy
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01
Start by obtaining a legacy giving form from the organization or charity you wish to make a donation to.
02
Fill in your personal information such as your full name, address, and contact details.
03
Specify the amount or type of donation you would like to make in the legacy giving statement.
04
If you have any specific requests or instructions for how your donation should be used, make sure to include them in the form.
05
Sign and date the legacy giving statement to make it legally binding.
06
Keep a copy of the completed form for your records and submit the original to the organization.

Who needs legacy giving statement of?

01
Anyone who wishes to make a lasting impact or contribution to a cause or organization through a donation can benefit from filling out a legacy giving statement. This document helps ensure that your donation is used according to your wishes and allows you to leave a lasting legacy for future generations.
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Legacy giving statement is a document that outlines an individual's intention to leave a gift or donation to a charity or nonprofit organization in their will or estate plan.
Individuals who have included a charity or nonprofit organization in their will or estate plan are required to file a legacy giving statement.
To fill out a legacy giving statement, individuals should consult with their attorney or estate planner to properly document their intentions to leave a gift to a charity or nonprofit organization.
The purpose of a legacy giving statement is to formally record an individual's commitment to supporting a charity or nonprofit organization through a planned gift.
The legacy giving statement must include details about the individual's gift intentions, the designated charity or nonprofit organization, and any specific instructions or restrictions related to the gift.
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