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Planned Gift Letter of Intent Walnut Hills High School Alumni Foundations an investment in Walnut Hills High Schools future, and in consideration of the gifts of others for the same purpose, I/we
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How to fill out planned gift letter of

01
Begin by addressing the letter to the intended recipient. If you know the person's name, use their full name along with their professional title, if applicable.
02
Include a brief introduction, stating your name and your relationship to the organization or individual that will receive the planned gift.
03
Clearly state the purpose of the letter, which is to inform the recipient of your intention to make a planned gift.
04
Provide details about the planned gift, such as the type of asset or property you plan to donate and its estimated value.
05
Specify any conditions or restrictions that may apply to the planned gift, if applicable.
06
Discuss any tax or financial benefits that may arise from the planned gift. It is recommended to consult with a professional advisor in this regard.
07
Express gratitude and appreciation for the recipient's support of the organization or individual that will benefit from the planned gift.
08
Include contact information, allowing the recipient to reach out for further discussion or documentation.
09
Close the letter with a polite and professional closing, followed by your full name and any relevant titles or affiliations.

Who needs planned gift letter of?

01
Individuals who have a strong connection or affiliation with a particular charitable organization and wish to provide long-term support.
02
Donors who want to ensure their assets are distributed according to their wishes after their passing.
03
Families or individuals who want to leave a lasting legacy and make a significant impact on a cause they care about.
04
Those who seek potential tax benefits or financial advantages through planned giving.
05
Non-profit organizations that rely on planned gifts to sustain their programs and initiatives.
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A planned gift letter is a formal document that outlines the details of a planned charitable gift, typically made through a will, trust, or other estate planning method.
Individuals or entities that are making a planned gift to a charitable organization are typically required to file a planned gift letter.
To fill out a planned gift letter, one must provide detailed information about the gift, including the type of asset, the value, the recipient organization, and any specific instructions or conditions related to the gift.
The purpose of a planned gift letter is to formally communicate the donor's intentions regarding a future charitable contribution and to ensure proper documentation for the organization receiving the gift.
Information that must be reported includes the donor's name and contact information, the nature and value of the planned gift, the recipient organization, and any terms or conditions of the gift.
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