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Planned gift intent forms form is to advise the Dubuque County Historical Society (CHS), which operates the National Mississippi River Museum & Aquarium and the Mathias Ham Historic Site, of my philanthropic

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How to fill out planned gift intent form

01

Contact the organization that is accepting the planned gift and request a copy of the planned gift intent form.

02

Fill out your personal information such as name, address, contact details, and relationship to the organization.

03

Specify the details of the planned gift including the type of gift, amount or percentage designated, and any specific instructions or restrictions.

04

Declare your intent to make the planned gift by signing and dating the form.

05

Consider consulting with legal or financial advisors before submitting the form to ensure it aligns with your overall estate planning goals.

Who needs planned gift intent form?

01

Individuals who want to make a charitable contribution to an organization through a planned gift.

02

Donors who wish to ensure their assets are distributed according to their wishes upon their passing.

03

Nonprofit organizations or institutions that receive planned gifts from donors.

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What is planned gift intent form?

A planned gift intent form is a document used by individuals to express their intention to make a future charitable gift, often as part of their estate planning. It outlines the specifics of the planned gift, such as the type of asset and the designated charity.

Who is required to file planned gift intent form?

Individuals who wish to commit to making a planned gift to a charitable organization typically need to fill out and submit a planned gift intent form.

How to fill out planned gift intent form?

To fill out a planned gift intent form, individuals should provide personal information, details about the planned gift (such as amount, asset type, and timing), and the recipient charity’s information as required on the form.

What is the purpose of planned gift intent form?

The purpose of the planned gift intent form is to formalize the donor's intention to make a charitable contribution in the future, allowing charities to anticipate and plan for incoming gifts.

What information must be reported on planned gift intent form?

The planned gift intent form typically requires information such as the donor's name, contact details, description of the planned gift, its estimated value, and the charity's name and address.

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