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Clear Restatement OF INTENT for a Future or Estate Gift DONOR INFORMATION Name(s) (Please print)Birth Database(s) (Please print)Birth DateAddressCity, State, ZIPPhoneEmailCONFIDENTIALITY It is my/our
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How to fill out legacy gift intention form

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How to fill out legacy gift intention form

01
Begin by obtaining a copy of the legacy gift intention form from the organization or institution you wish to leave a gift to.
02
Fill out your personal information, including your full name, address, and contact details.
03
Specify the type of gift you intend to leave, such as a specific dollar amount, a percentage of your estate, or a particular asset.
04
Provide instructions on how you would like the gift to be used or designated by the organization.
05
Consider consulting with legal or financial advisors to ensure the accuracy and legality of your intentions.
06
Sign and date the form in the presence of witnesses or a notary public to finalize the document.

Who needs legacy gift intention form?

01
Individuals who wish to leave a charitable gift or donation to an organization or institution after their passing.
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The legacy gift intention form is a document that individuals can use to indicate their intention to leave a specific gift or donation to a charity or organization in their will.
Individuals who wish to leave a gift or donation to a charity or organization in their will are required to file a legacy gift intention form.
To fill out a legacy gift intention form, individuals must provide their personal information, details of the gift or donation they intend to leave, and specific instructions for how the gift should be used.
The purpose of a legacy gift intention form is to document an individual's intention to leave a gift or donation to a charity or organization in their will, ensuring that their wishes are carried out.
The information that must be reported on a legacy gift intention form includes the individual's personal details, details of the intended gift or donation, and any specific instructions for how the gift should be used.
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