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SAMPLE WORDINGLEAVING A LEGACY IN YOUR COMMUNITY With our help, you can create a thoughtful and deliberate plan for your giving that will last beyond your lifetime and continue to make a difference.
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How to fill out legacy giving and sample

01
Start by identifying your assets and deciding how you want them to be distributed.
02
Consult with an estate planning attorney to create a will or trust that includes your legacy giving wishes.
03
Consider including specific language in your will or trust that designates certain assets or a percentage of your estate for legacy giving.
04
Discuss your legacy giving goals with your family and loved ones to ensure they are aware of your wishes.
05
Regularly review and update your estate plan to reflect any changes in your assets or circumstances.

Who needs legacy giving and sample?

01
Individuals who want to support a cause or organization that is important to them even after they pass away.
02
Those who want to leave a lasting impact and create a legacy that reflects their values and beliefs.
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Legacy giving is a way to donate to a charity or organization through your estate after you pass away. An example of legacy giving is leaving a percentage of your assets to a charity in your will.
Individuals who want to leave a legacy gift to a charity or organization are required to file legacy giving. An example of legacy giving is completing a legacy giving form provided by the charity.
To fill out a legacy giving form, you will need to provide information about the charity or organization you wish to donate to, the type of gift you want to leave, and any specific instructions for how your gift should be used.
The purpose of legacy giving is to support charitable organizations and causes that are important to you even after you are no longer here. An example of legacy giving is creating a lasting impact in your community.
Legacy giving forms typically require information such as your name, contact information, the charity or organization you wish to donate to, the amount or percentage of your estate you want to donate, and any specific instructions for your gift.
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