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aSew ard, AlaskFrom the President and CEO After a few years of intense challenges, 2022 was a year to celebrate. Thanks to our dedicated staff, members, donors, granting agencies, and other supporters,

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How to fill out your planned gift will

01

Consult with a legal advisor to ensure your will complies with state laws.

02

Clearly identify the beneficiaries of your planned gift, including any organizations or individuals.

03

Specify the type of planned gift you intend to leave (e.g., cash, assets, percentage of your estate).

04

Include clear language that details your intentions for the gift in your will.

05

Review and update your will regularly to reflect any changes in your circumstances or relationships.

06

Inform the beneficiaries and intended organizations about your planned gift to ensure they are aware of your intentions.

Who needs your planned gift will?

01

Charitable organizations that rely on donations for their operations and programs.

02

Family members or loved ones who may benefit from your financial support in the future.

03

Community organizations that are engaged in social causes you care about.

04

Educational institutions that can utilize your support for scholarships or program development.

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What is your planned gift will?

A planned gift will is a legal document that outlines how your assets will be distributed upon your death, often including bequests to charities or specific individuals.

Who is required to file your planned gift will?

The executor of your estate is required to file your planned gift will with the appropriate probate court.

How to fill out your planned gift will?

Filling out your planned gift will involves specifying your assets, naming beneficiaries, selecting an executor, and signing the document in the presence of witnesses as required by your state's laws.

What is the purpose of your planned gift will?

The purpose of a planned gift will is to ensure that your wishes regarding the distribution of your assets are honored and to facilitate the transfer of your estate in an orderly manner.

What information must be reported on your planned gift will?

Your planned gift will should report your full name, date of birth, details of your assets, names of beneficiaries, and any specific instructions or conditions related to the distribution of your estate.

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