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APPENDIX A:Planned Gift Intent and Consent Format Established:September 2020Approver:Director, Advancement___Letter of Intent for a Future (Estate) Gift As evidence of my/our desire to provide a legacy

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How to fill out planned gift intent and

01

Begin by clearly stating your full name and contact information at the top of the form.

02

Specify the type of planned gift you intend to make (e.g. bequest, charitable trust, gift of life insurance, etc.).

03

Provide details on the specific assets or funds you plan to allocate for the gift.

04

Clearly outline the purpose and conditions of the gift, including any restrictions or preferences you may have.

05

Consult with legal and financial advisors to ensure all necessary details are included and the document is legally sound.

06

Sign and date the planned gift intent form in the presence of witnesses as required by law.

Who needs planned gift intent and?

01

Individuals who wish to leave a lasting legacy through charitable donations.

02

Donors who want to ensure their assets are allocated according to their wishes after they pass away.

03

Non-profit organizations and foundations that rely on planned gifts to sustain their programs and operations.

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What is planned gift intent and?

Planned gift intent is a formal document outlining the details of a planned gift to a charity or organization upon the donor's death.

Who is required to file planned gift intent and?

Donors who intend to leave a planned gift to a charity or organization are required to file planned gift intent.

How to fill out planned gift intent and?

Planned gift intent can be filled out by providing the details of the planned gift, including the charity or organization receiving the gift, the amount or asset being gifted, and any specific instructions.

What is the purpose of planned gift intent and?

The purpose of planned gift intent is to ensure that the donor's wishes are carried out upon their death and to provide clarity for the charity or organization receiving the gift.

What information must be reported on planned gift intent and?

Information such as the name of the charity or organization receiving the gift, the amount or asset being gifted, and any specific instructions must be reported on planned gift intent.

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