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STATEMENT OF DONOR INTENT The Legacy Society of Eau Claire Public Schools Foundation recognizes individuals and families who have made provision for a gift to the Foundation in their estate plan.
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How to fill out statement of donor intent

01
Start by including your identifying information such as your name, address, and contact information.
02
Clearly state your intention to donate a specific amount or asset to a particular organization or cause.
03
Specify any conditions or restrictions attached to the donation, if applicable.
04
Include details on how the donation should be used by the recipient organization.
05
Consider seeking legal advice to ensure your statement of donor intent meets all legal requirements.

Who needs statement of donor intent?

01
Individuals who wish to make a significant donation to a charitable organization or cause.
02
Donors who want to ensure that their donation is used in a specific way or for a particular purpose.
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A statement of donor intent is a document outlining the intentions and preferences of a donor regarding the use and management of their charitable contributions.
Individuals or organizations that are making significant charitable contributions often need to file a statement of donor intent to clarify their philanthropic goals.
To fill out a statement of donor intent, the donor should clearly articulate their goals, specify any restrictions on the use of funds, and include details about how they would like the contributions to be managed.
The purpose of a statement of donor intent is to ensure that the donor's wishes are respected and followed in the allocation and usage of their contributions.
The statement must report the donor's goals, specific preferences regarding the usage of funds, any restrictions, and details about the management of the contributions.
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