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My GIFT + your GIFTOURIMPACT 20142015 Annual Report2My Gift + Your Gift Our Impact CSU Foundation Report 20142015The act of givings sometimes evermore significant than The gift itself. Dwayne Tucker,

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How to fill out planning a future gift

01

Start by identifying the purpose of the gift and the intended recipient.

02

Determine your budget and the amount you are willing to spend on the gift.

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Research different gift options that align with the recipient's interests and preferences.

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Consider the timing of the gift and any special occasions or milestones that may influence your decision.

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Once you have chosen a gift, make a plan for how and when you will purchase or deliver it.

Who needs planning a future gift?

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Anyone who wants to give a thoughtful and meaningful gift to someone in the future.

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People who want to financially plan for future gifts or estate planning purposes.

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What is planning a future gift?

Planning a future gift involves making plans to give a gift or transfer assets to someone at a future date.

Who is required to file planning a future gift?

Individuals who are planning to give a gift or transfer assets valued above a certain threshold are required to file planning a future gift.

How to fill out planning a future gift?

To fill out planning a future gift, individuals need to provide details about the gift or asset being transferred, the recipient, and the date of transfer.

What is the purpose of planning a future gift?

The purpose of planning a future gift is to legally transfer assets to someone at a future date while also complying with gift tax regulations.

What information must be reported on planning a future gift?

Information that must be reported on planning a future gift includes details about the gift or asset being transferred, the recipient, and the value of the gift.

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