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LEGACY GIFT CONFIRMATION FORM A legacy gift is a simple but meaningful way to support St. Andrews College. Thank you for informing us that you have included St. Andrews College in your will. Please
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How to fill out legacy giving - st

01
Determine your charitable goals and priorities.
02
Research and choose a reputable charity or organization.
03
Consult with an attorney or financial advisor to draft a will or estate plan that includes provisions for legacy giving.
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Clearly outline your wishes for how the funds should be used by the charity.
05
Keep your will or estate plan updated to reflect any changes in your assets or charitable goals.

Who needs legacy giving - st?

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Individuals who want to leave a lasting impact and support causes they are passionate about even after they are gone.
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Those who want to support their favorite charity or organization in a significant way.
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Legacy giving, also known as planned giving, refers to the practice of making a charitable gift through a will or trust, intended to take effect upon the donor's death.
Individuals who intend to make a legacy gift through a will or trust may be required to file specific documents with tax authorities depending on the size and nature of the estate.
To fill out legacy giving documents, individuals should provide details about the assets being donated, the charitable organizations involved, and any specific instructions regarding the distribution of the estate.
The purpose of legacy giving is to allow individuals to make a lasting impact on charitable organizations, ensuring their values and causes are supported even after their death.
Information that must be reported on legacy giving includes the donor's details, the value of the gifts, identification of the beneficiaries, and the type of assets being donated.
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