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Confidential Statement of Gift Intention Type of Gift and Provision I/We have named Middlebury as a beneficiary of my/our: Will or living trustDonoradvised fund (DAF)Other (please specify): Good faith
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Obtain a gift planning intention form-ug from the organization or institution providing the form.
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Fill out your personal information, including name, address, contact details, and any other requested information.
03
Specify the details of your planned gift, such as the type of gift (e.g. cash, stocks, real estate), amount or percentage, and any specific instructions or restrictions.
04
If desired, indicate any designation or purpose for the gift, such as a specific program or initiative within the organization.
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Individuals who wish to make a planned gift to a charitable organization or institution.
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Donors who want to specify their intentions for a future gift and ensure that their wishes are carried out.
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The gift planning intention form-ug is a document used to declare one's intentions regarding gifting assets to individuals or organizations, often for tax planning or estate planning purposes.
Individuals who plan to make significant gifts that may have implications for tax liability or estate planning are typically required to file the gift planning intention form-ug.
To fill out the gift planning intention form-ug, one must provide personal information, details of the gift, the recipient's information, and any relevant tax identification numbers, ensuring all sections are completed accurately.
The purpose of the gift planning intention form-ug is to formalize the intention to give a gift, allowing for proper documentation that can assist in tax compliance and financial planning.
The form typically requires information such as the donor's name and contact information, the recipient's details, a description of the gift, its estimated value, and the date of the gift.
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