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Chestnut Hill ConservancyConfidential Planned Gift Intention Form Please complete and return this form if you have already made provisions for a gift in support of the Conservancy. If you have not
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How to fill out confidential-planned-gift-intention-form

01
Obtain a confidential-planned-gift-intention-form from the relevant organization or institution.
02
Fill out personal information such as name, contact details, and relationship to the organization.
03
Specify the type of planned gift you intend to make (e.g. bequest, charitable trust, life insurance policy, etc.)
04
Provide details about the amount or percentage of the gift, as well as any specific instructions or restrictions.
05
If desired, designate how the gift should be used by the organization (e.g. for a specific program or purpose).
06
Review the form for accuracy and completeness before submitting it to the organization for processing.

Who needs confidential-planned-gift-intention-form?

01
Individuals who wish to make a planned gift to an organization or institution.
02
Donors who want to ensure that their intended gift is carried out according to their wishes.
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The confidential-planned-gift-intention-form is a document used by individuals to formally indicate their intention to make a planned gift to a charitable organization while ensuring that this information remains confidential.
Individuals who are planning to make a significant gift to a charity in the future are typically required to file a confidential-planned-gift-intention-form.
To fill out the confidential-planned-gift-intention-form, one must provide personal information, details about the planned gift, the charity receiving the gift, and any specific conditions or wishes regarding the gift.
The purpose of the confidential-planned-gift-intention-form is to document the donor's intentions regarding future gifts, assist charities in planning their financial future, and ensure that the donor's wishes are honored.
The information required typically includes the donor's name, contact details, the amount or type of the planned gift, the charity's name, and any specific terms or conditions related to the gift.
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