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CONFIDENTIAL BEQUEST INTENTION FORM Thank you for remembering Colby in your estate plans. The Colby Legacy Society recognizes and celebrates Colby alumni, parents, and friends who choose to support

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How to fill out confidential bequest intention form

01

Obtain the confidential bequest intention form from the organization or institution requesting it.

02

Fill out the form with accurate personal information such as name, address, contact details, and other relevant details.

03

Specify the details of your intended bequest including the amount or percentage of the estate you wish to allocate, and the purpose of the bequest.

04

Make sure to sign and date the form to indicate your consent and acknowledgment of the information provided.

05

Submit the completed form to the designated individual or department as instructed.

Who needs confidential bequest intention form?

01

Individuals who wish to make a confidential bequest of their estate to a specific organization or institution.

02

Organizations or institutions requesting donors to fill out a confidential bequest intention form to facilitate planned giving.

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What is confidential bequest intention form?

The confidential bequest intention form is a document that allows individuals to inform an organization, such as a nonprofit or charitable institution, of their intention to include that organization in their estate plan.

Who is required to file confidential bequest intention form?

Individuals who plan to make a bequest to a charitable organization in their will or estate plan are encouraged to file a confidential bequest intention form.

How to fill out confidential bequest intention form?

To fill out the confidential bequest intention form, one typically needs to provide personal information, details about the intended bequest amount or percentage, the name of the organization, and any specific instructions regarding the bequest.

What is the purpose of confidential bequest intention form?

The purpose of the confidential bequest intention form is to enable organizations to plan for future donations and to express gratitude to donors while ensuring the intentions are kept private.

What information must be reported on confidential bequest intention form?

The information that must be reported on the confidential bequest intention form includes the donor's name, contact details, the nature of the bequest, the organization receiving the bequest, and any specific conditions or wishes related to the bequest.

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