Get the free PRE-AUTHORIZED GIVING PLAN - St. Anne Catholic Church

Roman Catholic Diocese of Peterborough PREAUTHORIZED PAYMENT PLANQuestions? Call the parish, or email the Diocesan Pastoral Center at: jennifercampitelli@peterboroughdiocese.orgI want to support ___

How to fill out pre-authorized giving plan

How to fill out pre-authorized giving plan

1. Start by determining the organization or charity you want to support through pre-authorized giving.
2. Contact the organization or charity and ask if they have a pre-authorized giving plan in place.
3. If they do, request the necessary forms or information to enroll in their plan.
4. Carefully review the forms and instructions provided by the organization.
5. Fill out the forms accurately, providing all required details, such as your personal information, bank account details, and donation amount.
6. Check if there are any specific requirements or restrictions regarding the frequency of donations or minimum donation amounts.
7. Seek clarification from the organization or charity if you have any doubts or questions.
8. Sign and date the forms, agreeing to the terms and conditions of the pre-authorized giving plan.
9. Submit the completed forms to the organization as per their instructions.
10. Confirm with the organization that they have received your forms and successfully enrolled you in their pre-authorized giving plan.
11. Set up automatic payments or transfers from your bank account to the organization's designated account.
12. Keep a record of your enrollment and any payment receipts for future reference.
13. Review your bank statements regularly to ensure the donations are being deducted as expected.
14. Update or cancel your pre-authorized giving plan if your circumstances change or if you wish to support a different organization.

Who needs pre-authorized giving plan?

1. Individuals who want to regularly support a specific organization or charity.
2. People who prefer the convenience of automatic and recurring donations.
3. Individuals who value consistency in their charitable giving.
4. Those who want to have control over the donation amount and schedule.
5. People who want to make a difference by providing steady financial support to non-profit organizations or charitable causes.
6. Individuals who wish to take advantage of tax benefits associated with regular charitable donations.
7. Those who want to align their giving with their financial planning and budgeting.

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What is pre-authorized giving plan?

A pre-authorized giving plan is a financial arrangement that allows individuals to automatically donate a specified amount to a charity or organization on a regular basis, usually through bank transfers or direct debit.

Who is required to file pre-authorized giving plan?

Typically, any individual or organization that intends to make regular charitable contributions through automatic transactions may be required to file a pre-authorized giving plan with the relevant financial institutions or charitable organizations.

How to fill out pre-authorized giving plan?

To fill out a pre-authorized giving plan, individuals need to provide their personal information, banking details, the organization they wish to donate to, the amount, and the frequency of the donations, and then sign the authorization form.

What is the purpose of pre-authorized giving plan?

The purpose of a pre-authorized giving plan is to facilitate consistent and automatic donations to charities, ensuring that organizations receive regular support without the need for individual transaction processing each time.

What information must be reported on pre-authorized giving plan?

The information that must be reported on a pre-authorized giving plan typically includes the donor's name, contact information, bank account details, the name of the charity, donation amount, frequency of donations, and the donor's signature.