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Get the free TU Legacy Gift Form - Philadelphia

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Office of Gift Planning, Sullivan Hall Suite 100, Polett Walk, Philadelphia, PA 191222159262545 | tyates@temple.edu | www.giftplanning.temple.eduLETTER OF INTENT FOR ESTATE GIFT I/we desire to provide
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How to fill out tu legacy gift form

01
Obtain a copy of the TU legacy gift form from the TU website or from the development office.
02
Fill out your personal information including your name, address, and contact information.
03
Specify the amount or type of gift you wish to leave to TU in your will or estate plan.
04
If you have specific intentions for your gift, such as designated towards a particular program or scholarship, make sure to include this information on the form.
05
Review the form for accuracy and completeness before submitting it to the development office.

Who needs tu legacy gift form?

01
Individuals who wish to leave a legacy gift to TU in their will or estate plan.
02
Donors who want to ensure that their gift will benefit TU in the future.
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The TU Legacy Gift Form is a document used to report and facilitate the gifting of assets or funds to a designated recipient, often for estate planning or charitable purposes.
Individuals who intend to make significant gifts of assets, usually above a certain threshold, are required to file the TU Legacy Gift Form.
To fill out the TU Legacy Gift Form, individuals should provide personal information, details of the asset being gifted, the recipient's information, and any other required financial disclosures.
The purpose of the TU Legacy Gift Form is to ensure proper documentation and compliance with tax laws related to gifting and to facilitate the transfer of assets.
The TU Legacy Gift Form requires details such as the donor's name, recipient's name, date of the gift, description of the asset, and its estimated value.
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