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Name(s):Birthdate:Address: City: State: Zip:Email: Phone:I/We prefer to be contacted: (circle one): Email Phone Text Postal mailCommitmentI/We have already committed to a legacy gift, and it is legally
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How to fill out legacy giving - form

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How to fill out legacy giving - form

01
Obtain a legacy giving form from the organization you wish to designate a gift to.
02
Fill out your personal information, including your name, address, and contact details.
03
Specify the type of legacy gift you wish to make (e.g. a bequest in your will, a gift of securities, etc.).
04
Provide details about the specific amount or percentage of your estate you would like to donate.
05
If desired, include any additional instructions or conditions for your gift.
06
Sign and date the form, and consider having it witnessed or notarized for legal validity.
07
Return the completed form to the organization for processing and record-keeping.

Who needs legacy giving - form?

01
Anyone who wishes to leave a lasting impact through a charitable donation after their passing.
02
Individuals who want to ensure their estate is distributed according to their wishes.
03
Donors who want to support causes that are important to them even after they are gone.

What is Legacy Giving - The City Mission of Cleveland, Ohio Form?

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The legacy giving form is a document that allows individuals to designate a portion of their estate to a charitable organization upon their death.
Individuals who intend to leave a charitable gift as part of their estate plan are typically required to file a legacy giving form.
To fill out the legacy giving form, you need to provide details such as your personal information, the charitable organization you wish to support, and the amount or type of gift you are designating.
The purpose of the legacy giving form is to ensure that the donor's wishes regarding charitable contributions after their death are clearly documented and honored.
Information that must be reported includes the donor's name, contact information, the name of the charitable organization, and the specifics of the gift being made.
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