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LEGACY SOCIETY DECLARATION OF INTENT My/our intent to support FIDF___ is alreadyor___will be set forth in the following document: Date___/___/___ Will or Living Trust Charitable Remainder Trust Donor
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01
Contact the charitable organization to inform them of your intentions to join the legacy society.
02
Discuss the different options for leaving a legacy, such as bequests in a will, charitable lead trusts, or naming the organization as a beneficiary of a life insurance policy.
03
Determine the amount or percentage of your estate that you would like to designate to the organization.
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Seek legal and financial advice to ensure that your wishes are properly documented and legally binding.
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Review and update your plans periodically to account for any changes in your financial or personal circumstances.

Who needs legacy society - charitable?

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Individuals who want to leave a lasting impact on a charitable organization that they are passionate about.
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Those who wish to support a cause or organization that holds special meaning to them even after they are no longer alive.
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Legacy society - charitable is a group or organization formed to honor and recognize individuals who have made planned gifts or bequests to charitable organizations.
Charitable organizations that have established a legacy society and receive planned gifts or bequests from donors are required to file.
Legacy society - charitable forms can typically be filled out online or submitted via mail. Organizations must provide information about the donor, the planned gift or bequest, and any other relevant details.
The purpose of legacy society - charitable is to acknowledge and show appreciation for individuals who have chosen to support charitable organizations through planned gifts or bequests.
Information that must be reported includes details about the donor, the nature of the planned gift or bequest, the intended purpose of the gift, and any conditions or restrictions attached to the gift.
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