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This document is a record for individuals who wish to designate a planned gift to the University of Arkansas for Medical Sciences. It includes personal details, the type of gift, estimated value,
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How to fill out RECORD OF PLANNED GIFT

01
Begin with the title 'RECORD OF PLANNED GIFT'.
02
Fill in your personal information at the top, including your name, address, and contact details.
03
Specify the type of planned gift you are making (e.g., bequest, charitable gift annuity, etc.).
04
Indicate the amount or percentage of your estate you plan to donate.
05
Provide details about the organization receiving the gift, including its name and address.
06
Include any specific instructions regarding the use of the gift if applicable.
07
Sign and date the document to make it official.

Who needs RECORD OF PLANNED GIFT?

01
Individuals planning to leave a charitable gift in their will or estate.
02
Those who want to ensure their planned gifts are documented for tax or legal purposes.
03
Estate planners and financial advisors assisting clients in organizing their charitable intentions.
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People Also Ask about

The terms “planned giving” and “legacy giving” mean the same thing. A planned gift or legacy gift is any major gift, made in lifetime or at death as part of a donor's overall financial and/or estate planning.
(aka Promoting Gifts in Wills) And yet more than 85% of all planned gifts are made via a will or a trust, meaning charitable bequests.
A bequest is one of the most common types of planned gifts made through a will or living trust due to its flexibility and ease to update, and costs nothing during the donor's lifetime. The most common way to leave a bequest is specifying a specific dollar amount or percentage.
charitable contribution A donation of something of value to a gift - supported charitable organization, usually tax - deductible. charitable deduction The value of money or property transferred to a 501(c)(3) organization, deductible for income, gift, and estate tax purposes.
A bequest is one of the most common types of planned gifts made through a will or living trust due to its flexibility and ease to update, and costs nothing during the donor's lifetime. The most common way to leave a bequest is specifying a specific dollar amount or percentage.

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A Record of Planned Gift is a document that outlines the details of a planned gift, which is a contribution made by a donor intending to provide a charitable donation at a future date, typically through their estate planning.
Typically, organizations that receive planned gifts are required to file a Record of Planned Gift to document the receipt and terms of the planned donations, and to ensure compliance with legal and tax regulations.
To fill out a Record of Planned Gift, organizations should gather information such as the donor's personal details, the type of planned gift, the value of the gift, and any relevant terms or conditions related to the donation.
The purpose of a Record of Planned Gift is to document the terms of the planned donation, to comply with legal and tax regulations, and to keep accurate records for accounting and future reference.
The information that must be reported includes the donor's name and contact information, the type and estimated value of the gift, any specific instructions from the donor, and the date the gift is planned to be realized.
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