Get the free Statement of Donor Intent - ECCFWI

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.

How to fill out statement of donor intent

How to fill out statement of donor intent

1. Begin by stating your name, address, and contact information at the top of the form.
2. Clearly identify the recipient of your donation and specify the exact purpose or project it will support.
3. Provide details on the amount of the donation, whether it is a one-time gift or a recurring contribution, and any conditions or restrictions you wish to place on the funds.
4. Include any special instructions for handling the donation, such as how it should be invested or used, and how you would like to be acknowledged for your generosity.
5. Sign and date the statement of donor intent to make it legally binding and official.

Who needs statement of donor intent?

1. Nonprofit organizations
2. Charities
3. Foundations
4. Donors who wish to specify how their contributions should be used

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What is statement of donor intent?

A statement of donor intent is a formal document that outlines a donor's wishes regarding how their donations or assets should be used by the recipient organization.

Who is required to file statement of donor intent?

Typically, individuals or organizations that are making significant donations or establishing a charitable fund 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, one should clearly articulate the purpose of the donation, specify any restrictions or guidelines for its use, and include necessary details such as donor information and intended recipients.

What is the purpose of statement of donor intent?

The purpose of a statement of donor intent is to ensure that the donor's intentions are honored and to provide clarity on how their contributions should be managed and utilized.

What information must be reported on statement of donor intent?

Information that must be reported includes the donor's name, contact information, the exact amount of the donation, intended uses for the donation, and any special instructions or restrictions.