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STATEMENT OF DONOR INTENT The Legacy Society of the Eau Claire Community Foundation recognizes individuals and families who have made provision for a gift to the Foundation in their estate plan. Membership
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How to fill out statement of donor intent
How to fill out statement of donor intent
01
Gather all necessary information and documents such as personal details, contact information, donation amount, and specific purpose of donation.
02
Download or obtain a copy of the statement of donor intent form from the organization or charity you are donating to.
03
Fill out the form completely and accurately, making sure to follow any instructions provided.
04
Sign and date the form to certify that the information you have provided is true and accurate.
05
Submit the completed form to the organization or charity either electronically or via mail as per their guidelines.
Who needs statement of donor intent?
01
Individuals or organizations planning to make a charitable donation and want to specify the intended use of their donation.
02
Nonprofit organizations or charities who require documentation of donor intent for legal or tracking purposes.
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What is statement of donor intent?
A statement of donor intent is a document that outlines the wishes and intentions of a donor regarding the use and management of their gifts or contributions to a charitable organization.
Who is required to file statement of donor intent?
Typically, individuals or entities making significant contributions to a nonprofit or charitable organization are required to file a statement of donor intent.
How to fill out statement of donor intent?
To fill out a statement of donor intent, donors should provide specific details about their intended use of the funds, any restrictions on the gift, and the desired outcomes they wish to achieve with their contribution.
What is the purpose of statement of donor intent?
The purpose of a statement of donor intent is to clarify the donor's vision for how their contributions should be utilized, ensuring that the funds are allocated in accordance with their wishes.
What information must be reported on statement of donor intent?
The statement must report the donor's name, the amount of the donation, the intended use of the funds, any specific conditions or restrictions, and the desired outcomes.
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