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Planned giving guider You. For Them. For Nature. So this moment never fades away in this guide 4A Meaningful Gift of a Lifetime14Trust Your Legacy to DUC28How You Can Leave Your Legacy40Making a Gift

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How to fill out planned giving guide

01

Start by gathering all necessary information such as your assets, charitable goals, and desired beneficiaries.

02

Consult with a financial advisor or estate planner to understand your options and create a plan that aligns with your goals.

03

Determine the types of planned giving methods you want to utilize, such as bequests, charitable trusts, or life insurance.

04

Fill out the planned giving guide provided by your chosen charity or organization, making sure to accurately and completely document your planned gifts.

05

Review and revise your planned giving guide as needed to ensure it reflects any changes in your financial situation or charitable objectives.

Who needs planned giving guide?

01

Individuals who want to make a lasting impact through charitable giving.

02

Those looking to support their favorite charities or causes beyond their lifetime.

03

Anyone interested in maximizing their tax benefits and leaving a legacy for future generations.

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What is planned giving guide?

Planned giving guide is a resource that provides information and guidance on how individuals can include charitable donations in their estate planning.

Who is required to file planned giving guide?

Non-profit organizations and charities are required to provide a planned giving guide to donors who are interested in making planned gifts.

How to fill out planned giving guide?

To fill out a planned giving guide, organizations should provide information on different planned giving options, tax benefits, and instructions on how to include the organization in one's estate planning.

What is the purpose of planned giving guide?

The purpose of a planned giving guide is to educate donors on the various ways they can support a non-profit organization through planned giving, such as bequests, charitable gift annuities, and trusts.

What information must be reported on planned giving guide?

A planned giving guide should include information on the organization's mission, different planned giving options available, the tax benefits of making planned gifts, and contact information for donors who have questions.

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