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Planned Giving Declaration of Future Intent Louisiana.giftlegacy.com Thank you for your intention to include University of Louisiana at Lafayette in your estate plan. In order to accurately document
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Gather information about your assets, including property, investments, and other valuables.
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Determine which assets you wish to include in your planned giving to the office.
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Consult with a financial advisor or estate planner to create a plan that aligns with your wishes and financial goals.
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Fill out the necessary paperwork provided by the office, including any beneficiary designations or specific instructions.
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Individuals who want to support the office's mission and programs through a long-term financial commitment.
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Planned giving - office refers to a program that encourages donors to include a charity or non-profit organization in their estate plans, typically through wills, trusts, or other planned gifts.
Non-profit organizations that have a planned giving program in place are required to file planned giving - office.
Planned giving - office can be filled out by providing detailed information about the planned giving program, including donors' names, types of planned gifts, and estimated future contributions.
The purpose of planned giving - office is to track and report on donors who have included the organization in their estate plans, as well as to facilitate communication and stewardship with planned giving donors.
Information such as donor names, types of planned gifts, estimated future contributions, and relevant contact information must be reported on planned giving - office.
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