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Get the free Legacy Society: Confidential Statement of IntentAACT

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LEGACY SOCIETY ESTATE INTENTION FORM Name___ Address ___ Address ___ Thank you for your generosity to Upland Country Day School. This form is a confidential record and is provided to help you convey
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How to fill out legacy society confidential statement

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How to fill out legacy society confidential statement

01
Obtain a legacy society confidential statement form from the organization or foundation.
02
Fill out your personal information including name, address, and contact details.
03
Provide information about your planned gift or bequest to the organization.
04
Disclose any relevant financial information requested on the form.
05
Sign and date the form to affirm that the information provided is accurate and confidential.
06
Return the completed form to the organization as per their instructions.

Who needs legacy society confidential statement?

01
Individuals who are making a planned gift or bequest to an organization or foundation.
02
Donors who wish to keep their gift intentions confidential.
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The legacy society confidential statement is a document that contains confidential information about individuals who have pledged or contributed to an organization's legacy society.
The organization's staff or board members responsible for maintaining the legacy society program are usually required to file the legacy society confidential statement.
The legacy society confidential statement can usually be filled out electronically or on a paper form provided by the organization. It typically requires information about donors who have made planned gifts or other significant contributions.
The purpose of the legacy society confidential statement is to maintain the confidentiality of donors who have made planned gifts or significant contributions to the organization's legacy society, while also allowing the organization to keep accurate records of these donors.
The legacy society confidential statement usually requires information such as the donor's name, contact information, details of the planned gift or contribution, and any specific requests or conditions associated with the gift.
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