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GIFT OF SECURITIES DONATION FORM 1. DONOR INFORMATION Name: ___ Phone: ___ Address: ___ Email:___2.DONOR\'S BROKER INFORMATION Institution Name: ___ Phone:___ Name of Security:___ # of Units:___ Account
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How to fill out legacy giving forms for

01
Obtain a legacy giving form from the organization or charity you wish to make a legacy gift to.
02
Read the instructions on the form carefully to understand the requirements and options.
03
Fill out your personal information, including your full name, contact details, and any additional requested information.
04
Specify the type of legacy gift you intend to make, whether it's a donation of a specific amount, a percentage of your estate, or a specific asset.
05
Indicate any specific instructions or restrictions you have for the use of your legacy gift.
06
Review the form for accuracy and completeness before submitting it.
07
Sign and date the form to make it legally binding.
08
Return the completed form to the organization or charity through the specified method (mail, email, etc.).
09
Keep a copy of the filled-out form for your records.
10
Consider consulting with an attorney or financial advisor to ensure your legacy gift aligns with your overall estate planning goals.

Who needs legacy giving forms for?

01
Anyone who wishes to leave a lasting contribution to an organization or charity can use legacy giving forms.
02
Individuals who want to support causes they care about after their passing can use these forms to outline their intentions.
03
People who want to have control over how their assets or financial resources are used can also utilize these forms.
04
Legacy giving forms are often utilized by those who want to create a meaningful impact and leave a lasting legacy in their community or the world.
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Legacy giving forms are used to document a donor's intention to make a charitable donation through their estate, typically after their death.
Individuals who wish to make a legacy gift to a charity, as well as estate executors responsible for managing the deceased's estate, are required to file legacy giving forms.
To fill out legacy giving forms, provide the donor's personal information, details of the charitable organization, the specific bequest or gift, and any relevant legal information pertaining to the estate.
The purpose of legacy giving forms is to ensure that a donor's wishes regarding charitable contributions are clearly documented and legally recognized.
Information that must be reported on legacy giving forms includes the donor's name, contact information, the charity's details, the description of the gift, and any conditions or restrictions on the gift.
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