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Creating aLegacy through a Will or TrustBuilding a Legacy Together Why are legacy gifts so important? Legacy gifts allow our donors to increase their support through sources that might not otherwise
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How to fill out legacy giving how to

01
Start by identifying the assets you wish to include in your legacy giving, such as property, investments, or personal possessions.
02
Determine who you want to benefit from your legacy giving, whether it be family members, friends, or charitable organizations.
03
Consider working with a financial advisor or estate planner to ensure your legacy giving is structured in a tax-efficient manner.
04
Update your will or trust documents to include your wishes for legacy giving.
05
Communicate your legacy giving plans with your loved ones and any organizations involved to ensure a smooth transition.

Who needs legacy giving how to?

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Anyone who wants to leave a lasting impact and support causes they care about even after they are gone.
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Individuals who want to ensure their assets are distributed according to their wishes and in a tax-efficient manner.
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People who want to involve their family and loved ones in their giving decisions and pass on values to future generations.
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Legacy giving refers to the practice of making a charitable donation that will take effect after the donor's death, often through a will or estate plan. To initiate legacy giving, individuals should consider which organizations they wish to support and consult with a legal advisor to include these gifts in their estate planning.
Individuals who make significant contributions to charitable organizations through their estates are generally required to file relevant documents, such as wills and estate tax forms, depending on the size of the estate and the laws of their jurisdiction.
Filling out legacy giving documents involves detailing the specifics of the planned gift in your will or estate plan, including the organization to receive the gift and any conditions or amounts specified. It's advisable to work with an attorney to ensure all legal requirements are met.
The purpose of legacy giving is to create a lasting impact for charitable organizations by providing them with resources to carry out their missions, while also allowing donors to leave a meaningful testament to their values and beliefs.
Information that must be reported includes the nature of the gift, the organization's details, the intended amount or specific assets, and the donor's intent as expressed in the legal documents.
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