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Serra Catholic High School Faith. Intellect. Character.PLANNED GIVING If you have made provisions in your estate for a gift to Serra Catholic High School, please take a moment to complete the form
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How to fill out planned giving form

01
Download the planned giving form from the organization's website or request a copy.
02
Fill in your personal information such as name, address, and contact details.
03
Specify the type of planned gift you would like to make, whether it's a bequest, charitable gift annuity, or other type of planned gift.
04
Indicate the amount or percentage of your estate you would like to designate for the planned gift.
05
If you have any specific instructions or restrictions for your planned gift, make sure to include them in the form.
06
Review the completed form to ensure all information is accurate and sign and date the document.
07
Submit the form to the organization either by mail, email, or through their online portal.

Who needs planned giving form?

01
Individuals who want to support a cause or organization in the long term.
02
People who want to leave a legacy or make a lasting impact through their charitable giving.
03
Donors who want to ensure their assets are used in accordance with their wishes after they pass away.
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Planned giving form is a document that allows individuals to allocate assets to beneficiaries at a future date, typically after their passing, in a tax efficient manner.
Individuals who want to plan their estate and distribute their assets to chosen beneficiaries are required to file a planned giving form.
Planned giving forms can be filled out by providing personal details, outlining the assets to be distributed, specifying the beneficiaries, and choosing the desired distribution method.
The purpose of planned giving form is to ensure that assets are distributed according to the individual's wishes in a tax efficient manner.
Information such as personal details, assets to be distributed, beneficiaries, distribution method, and any special instructions must be reported on planned giving form.
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