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EPISCOPAL CHURCH WOMENof theDIOCESE OF VIRGINIA 2018 REMITTANCE FORM(PLEASE PRINT)Name of Church/Donor ___Region___Address ___Church Email ___Name of Submitter___ Date ___ Phone #___Email ___ TOTAL

How to fill out make a planned gift

How to fill out make a planned gift

1. Decide on the type of planned gift you want to make (such as a bequest in a will, a charitable remainder trust, or a gift of real estate).
2. Meet with a financial advisor or estate planner to discuss your options and determine the best approach for your situation.
3. Consult with the charity or organization you wish to support to ensure they can accept the planned gift and understand their requirements.
4. Review and update your estate plan to include the planned gift, making sure all necessary legal documents are in place.
5. Communicate your wishes to your loved ones and ensure they are aware of your planned gift intentions.

Who needs make a planned gift?

1. Anyone who wants to support a cause or organization they care about both during their lifetime and after their passing.
2. Individuals who want to make a lasting impact and leave a legacy through their philanthropy.
3. Those looking to maximize tax benefits and estate planning strategies through charitable giving.

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What is make a planned gift?

A planned gift is a charitable donation that is arranged in advance and typically completed as part of a person's estate planning, often involving financial instruments like bequests, trusts, or annuities.

Who is required to file make a planned gift?

Individuals or organizations that intend to make a planned gift as part of their estate plans may need to file relevant paperwork, depending on the tax implications and specific legal requirements in their jurisdiction.

How to fill out make a planned gift?

To fill out a make a planned gift form, gather necessary information about the donor and the recipient organization, specify the type of gift, state the value, and provide signatures where required.

What is the purpose of make a planned gift?

The purpose of making a planned gift is to enable donors to contribute to charitable causes while also potentially receiving tax benefits or fulfilling charitable goals as part of their financial planning.

What information must be reported on make a planned gift?

Information typically includes the donor's name, the recipient organization's name, the type and value of the gift, and any relevant terms or conditions of the gift.