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PLANNED GIFT NOTIFICATION FORM Please complete the following to let Four County Community Foundation know of your plans to include a gift to our organization in your will or estate plan. We want to
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01
Open the planned-gift-notification-formpdf document on your computer or device.
02
Fill in the donor's name, contact information, and any special instructions related to the planned gift.
03
Provide details about the planned gift, such as the type of asset being gifted, the estimated value, and any restrictions or conditions attached to the gift.
04
Include information about the recipient organization, including their name, contact information, and any specific instructions for how the gift should be used.
05
Review the completed form for accuracy and completeness before saving or printing it for submission.

Who needs planned-gift-notification-formpdf?

01
Donors who have made a planned gift to a charitable organization.
02
Nonprofit organizations or charities that are recipients of planned gifts.
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The planned-gift-notification-formpdf is a document used to notify relevant authorities about planned charitable gifts.
Individuals or entities intending to make a planned charitable gift are required to file the planned-gift-notification-formpdf.
To fill out the planned-gift-notification-formpdf, provide accurate details about the donor, the planned gift, and any associated beneficiaries, following the instructions on the form.
The purpose of the planned-gift-notification-formpdf is to officially document and notify tax authorities of future charitable donations for compliance and record-keeping.
The form must report donor information, details of the planned gift, estimated value, and intended recipient organizations.
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