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Complete the Legacy Society Intent Form to document your estate gift to the Community Foundation for Northeast Georgia and create a lasting impact.
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How to fill out legacy society intent form

01
Obtain the legacy society intent form from the organization’s website or office.
02
Read the instructions provided with the form carefully.
03
Fill in your personal details, including your name, address, and contact information.
04
Specify the type of legacy you intend to leave (e.g., monetary donation, estate planning, etc.).
05
Provide details about the specific fund or program you wish to support, if applicable.
06
Indicate whether you would like your legacy to remain anonymous or be publicly acknowledged.
07
Sign and date the form once completed.
08
Submit the form either electronically or by mailing it to the designated address.

Who needs legacy society intent form?

01
Individuals who wish to make a planned gift or support a cause through their estate.
02
Donors considering a long-term commitment to an organization or institution.
03
Anyone interested in joining a legacy society to demonstrate their support for a charitable cause.
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The legacy society intent form is a document used by organizations to officially record an individual's intention to make a planned gift or bequest to the organization.
Individuals who intend to include a planned gift or bequest in their estate plans to a specific organization are typically required to file the legacy society intent form.
To fill out the legacy society intent form, individuals need to provide personal information, details about the intended gift, and any specific allocations regarding the use of the gift within the organization.
The purpose of the legacy society intent form is to formalize the commitment of an individual to support an organization through a planned gift, allowing the organization to recognize and appreciate the donor's intentions.
The legacy society intent form typically requires personal identification information, details about the planned gift, the estimated value, and any specific instructions regarding its use.
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