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THE LEGACY SOCIETY Statement of Planned Gift Intention Thank you for your intention to include the Idaho Community Foundation as a partner in your estate plans. We ask you to please complete this
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01
Obtain the legacy society statement form from the appropriate organization or department.
02
Read the instructions carefully to understand what information needs to be provided.
03
Fill out the personal information section, including your name, contact details, and any relevant identification numbers.
04
Provide details about your relationship with the organization or cause that the legacy society supports.
05
Specify the type of legacy gift or donation you intend to make.
06
Review the completed form to ensure all necessary information is filled out accurately.
07
Sign and date the form before submitting it to the designated recipient.

Who needs form legacy society statement?

01
Individuals who wish to make a significant gift or donation to a charitable organization or cause through their estate planning.
02
Those who want to establish a lasting legacy through their support for a particular organization or cause after their lifetime.
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Form legacy society statement is a document used to report information about legacy societies that are recognized as tax-exempt organizations.
Legacy societies that are recognized as tax-exempt organizations are required to file form legacy society statement.
Form legacy society statement can be filled out by providing information about the legacy society's activities, financial information, and any other requirements outlined in the form.
The purpose of form legacy society statement is to provide transparency and accountability for legacy societies that are recognized as tax-exempt organizations.
Information such as the legacy society's mission, activities, financial information, and any other requirements outlined in the form must be reported on form legacy society statement.
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