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STATEMENT OF INTENT for a Future Estate Gift All information provided will be kept in the strictest confidence and will be used for internal planning purposes only. In recognition of my/our strong
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How to fill out planned gift intention form

01
Obtain a copy of the planned gift intention form from the organization or institution.
02
Fill in your personal information, including your name, contact details, and any relevant identification numbers.
03
Specify the details of the gift you intend to make, such as the amount or percentage of the estate.
04
Indicate any specific instructions or restrictions regarding the use of the gift.
05
Sign and date the form to make it legally binding.

Who needs planned gift intention form?

01
Individuals who wish to make a planned gift to a charitable organization or institution.
02
Donors who want to express their intention to leave a legacy or support a cause through a future donation.
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Planned gift intention form is a document used to inform an organization of a donor's intention to leave a gift in their will or estate plan.
Donors who plan to leave a gift in their will or estate plan are required to file planned gift intention form.
Planned gift intention form can be filled out by providing personal information, details of the planned gift, and any specific instructions.
The purpose of planned gift intention form is to notify the organization of a donor's intention to leave a gift and to ensure their wishes are carried out.
Planned gift intention form must include donor's contact information, details of the planned gift, and any restrictions or conditions.
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