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legal, financial and
gift planning advisor
WYO Legacy Society Statement of Generous Intent
If you have made plans or provisions for a
will or estate gift to WYO Public Radio,
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How to fill out legacy society statement

How to fill out legacy society statement
01
To fill out a legacy society statement, follow these steps:
02
Gather all necessary information about the legacy society.
03
Begin by providing your personal information, including name, address, and contact details.
04
Specify the purpose of the legacy society statement.
05
Provide details about your financial contributions to the legacy society.
06
Explain any additional commitments or involvement you have with the legacy society.
07
Include any relevant documentation or evidence to support your statement.
08
Review and proofread the statement for accuracy and completeness.
09
Sign and date the statement.
10
Submit the completed legacy society statement to the appropriate party or organization.
11
Keep a copy of the statement for your records.
Who needs legacy society statement?
01
The legacy society statement is typically required by individuals who are members of a legacy society or have made significant financial contributions to a particular organization or cause.
02
This statement may also be needed by individuals who wish to document their involvement and commitments to the legacy society for personal or legal reasons.
03
It is important to consult with the specific organization or authority requesting the statement to determine who exactly needs to provide it.
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What is legacy society statement?
A legacy society statement is a formal document that outlines an individual's or organization's intention to leave a legacy or contribution to a charitable cause, often reflecting their values and commitment to philanthropy.
Who is required to file legacy society statement?
Typically, individuals who plan to make significant donations or contributions to a charitable organization through bequests, trusts, or other means are required to file a legacy society statement.
How to fill out legacy society statement?
To fill out a legacy society statement, individuals should provide their personal information, the details of the intended legacy, including the type of contribution and the name of the organization, and any specific instructions or wishes regarding the use of the legacy.
What is the purpose of legacy society statement?
The purpose of a legacy society statement is to formally document an individual's intention to support a charitable cause, ensuring that their wishes are known and honored after their passing.
What information must be reported on legacy society statement?
The information that must be reported on a legacy society statement includes the donor's name, contact information, detailed description of the legacy, the beneficiary organization's name, and any specific instructions regarding the legacy.
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