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Name: Fillable Online 2023 Planned Giving Intentions for Center for Disaster Philanthropy Fax Email Print - pdfFiller
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Support the Center for Disaster Philanthropy by including them in your estate plans. Discover ways to make a planned gift and help with disaster recovery.

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How to fill out planned giving intentions form

01

Gather all relevant information including personal details, assets, and desired beneficiaries.

02

Contact the organization offering the planned giving program to request a planned giving intentions form.

03

Fill out the planned giving intentions form accurately and completely, including specifying the type of gift, amount, and any restrictions.

04

Review the completed form to ensure all information is accurate and sign where required.

05

Submit the form to the organization either in person or through the preferred method outlined by the organization.

Who needs planned giving intentions form?

01

Individuals who want to leave a legacy by making a charitable gift to an organization or cause of their choice.

02

Donors who wish to support a nonprofit or charitable organization through planned giving.

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What is planned giving intentions form?

A planned giving intentions form is a document used by individuals to express their intent to make charitable contributions as part of their estate planning, often including bequests, trusts, or other long-term gifts.

Who is required to file planned giving intentions form?

Individuals who intend to make planned gifts to charitable organizations are generally encouraged to file a planned giving intentions form.

How to fill out planned giving intentions form?

To fill out a planned giving intentions form, individuals typically need to provide their personal information, details about the intended gift (such as type and amount), and any specific beneficiaries or organizations to which the gift will be directed.

What is the purpose of planned giving intentions form?

The purpose of a planned giving intentions form is to formalize a donor's commitment to making a charitable gift in the future, helping organizations understand prospective contributions and plan their fundraising efforts accordingly.

What information must be reported on planned giving intentions form?

Information typically required on a planned giving intentions form includes the donor's contact details, the intended gift amount, the type of planned gift (e.g., bequest, trust), and the name of the charitable organization.

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