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Confidential Bequest Intention Form Thank you for your generosity in including the LArche Canada Foundation in you will or estate plans. Your legacy gift will support the mission of LArche for the
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How to fill out confidential bequest intention form

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How to fill out confidential bequest intention form

01
Obtain a confidential bequest intention form from the organization or charity you wish to make a bequest to.
02
Fill in your personal information such as name, address, and contact details.
03
Specify the amount or percentage of your estate that you would like to leave as a bequest.
04
Indicate any specific instructions or restrictions for how the bequest should be used.
05
Sign and date the form in the presence of witnesses or a notary public.

Who needs confidential bequest intention form?

01
Individuals who wish to leave a portion of their estate to a specific organization or charity.
02
Those who want to ensure their bequest intentions are kept confidential until the time of their passing.
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The confidential bequest intention form is a document used to declare an individual's intention to make a bequest in their will to a particular organization or beneficiary, allowing the organization to plan for future contributions.
Individuals who intend to leave a bequest to an organization or charity are typically required to file this form to formally communicate their intentions.
To fill out the confidential bequest intention form, individuals should provide their personal information, details about the intended bequest, and any specific conditions or preferences related to the bequest.
The purpose of the confidential bequest intention form is to help organizations understand and plan for anticipated contributions, ensuring that bequests are honored according to the donor's wishes.
The information that must be reported includes the donor's name, contact information, the amount or percentage of the bequest, and any specific instructions regarding the use of the funds.
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