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DONATION OF SECURITIES Firsthand you for your gift of securities to the Diocese of Allentown. Please provide the following information:Name & Type of Securities (ex: IBM common stock)Number of Scarsdale
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How to fill out planned giving to form

01
Gather all necessary information such as your personal details, contact information, and the details of your estate.
02
Determine the type of gift you would like to make, whether it is through a will, trust, life insurance policy, or other planned giving options.
03
Consult with a legal or financial advisor to ensure that your planned giving aligns with your overall estate planning goals.
04
Fill out the planned giving form with accurate and detailed information regarding your gift intentions.
05
Review the completed form for any errors or omissions before submitting it to the intended recipient.

Who needs planned giving to form?

01
Individuals who wish to support a charitable cause or organization through their estate planning.
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People who want to maximize the tax benefits of their charitable donations and ensure their assets are distributed according to their wishes.

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Planned giving form is a document filled out by individuals who plan to donate a gift to a charitable organization upon their passing.
Individuals who plan to donate a gift to a charitable organization upon their passing are required to file planned giving form.
To fill out planned giving form, individuals need to provide information about the charitable organization, the type of gift, and any specific instructions.
The purpose of planned giving form is to ensure that the individual's wishes regarding the donation are clearly documented and carried out.
Information such as the name of the charitable organization, the type of gift, and any specific instructions must be reported on planned giving form.
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