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The lasting impact of planned gifts has helped to shape Melville Lombard. Through your will or other estate plans, you can name the school as the beneficiary of a portion of your estate, or particular

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How to fill out planned giving confirmation form

01

Obtain the planned giving confirmation form from the organization or institution.

02

Fill out your personal information such as name, address, and contact details.

03

Indicate the type of planned gift you have made, such as a bequest, charitable trust, or life insurance policy.

04

Specify the amount or percentage of your gift, if applicable.

05

Sign and date the form to confirm your intention to make a planned gift.

Who needs planned giving confirmation form?

01

Individuals who have made a planned gift to a charitable organization or institution.

02

Donors who want to formalize their planned giving intentions for documentation purposes.

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What is planned giving confirmation form?

Planned giving confirmation form is a document used to confirm a donor's intention to make a planned gift to a non-profit organization.

Who is required to file planned giving confirmation form?

Donors who have made a planned gift to a non-profit organization are typically required to file the planned giving confirmation form.

How to fill out planned giving confirmation form?

The donor must provide their personal information, details of the planned gift, and sign the form to confirm their intention.

What is the purpose of planned giving confirmation form?

The purpose of the planned giving confirmation form is to formally document a donor's intention to make a planned gift, ensuring clarity and transparency in the process.

What information must be reported on planned giving confirmation form?

The planned giving confirmation form must include the donor's name, contact information, details of the planned gift, and signature confirming the intention.

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