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Confidential Statement of Gift Intention Type of Gift and Provision I/We have named Middlebury Language Schools (hereinafter referred to as Middlebury) as a beneficiary of my/our:Will or living trustDonoradvised
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01
Start by obtaining a copy of the gift planning intention form-ls from the organization or institution you wish to make a donation to.
02
Fill out your personal information, including your full name, address, email, and phone number.
03
Specify the details of your planned gift, such as the amount or type of donation.
04
Indicate any specific instructions or restrictions for how your gift should be used.
05
If desired, include the name of any individuals or organizations you would like to benefit from your donation.
06
Sign and date the form to make it legally binding.
07
Make a copy of the completed form for your records before submitting it to the organization.

Who needs gift planning intention form-ls?

01
Individuals who wish to make a planned gift to an organization or institution.
02
Donors who want to ensure that their charitable contributions are used in accordance with their wishes.
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Anyone looking to leave a lasting legacy through philanthropy.
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The gift planning intention form-ls is a document used to outline the intentions regarding charitable gifts and financial planning, helping individuals communicate their desired philanthropic contributions.
Individuals or entities that plan to make significant charitable gifts or donations are typically required to file the gift planning intention form-ls.
To fill out the gift planning intention form-ls, one should provide personal information, details of the intended gifts, suggested beneficiaries, and any conditions or restrictions related to the gifts.
The purpose of the gift planning intention form-ls is to clearly communicate an individual's philanthropic intentions, which can assist both the donor and the charitable organizations in the planning and administration of gifts.
Information that must be reported includes donor details, gift amounts, types of gifts, designated beneficiaries, and any specific wishes regarding the use of the gifts.
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