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Enroll in the Tax Foundation Legacy Society by including the foundation in your estate plan. Ensure a lasting legacy and support sound tax policy.
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What is Legacy Society Enrollment Form?

The Legacy Society Enrollment is a fillable form in MS Word extension that should be submitted to the specific address in order to provide some info. It has to be completed and signed, which may be done manually in hard copy, or with the help of a certain solution e. g. PDFfiller. This tool allows to complete any PDF or Word document right in the web, customize it according to your purposes and put a legally-binding e-signature. Right away after completion, you can send the Legacy Society Enrollment to the appropriate individual, or multiple individuals via email or fax. The template is printable as well thanks to PDFfiller feature and options presented for printing out adjustment. In both digital and in hard copy, your form will have got clean and professional appearance. You can also save it as the template to use it later, without creating a new document from the beginning. All you need to do is to amend the ready document.

Instructions for the Legacy Society Enrollment form

Before start to fill out Legacy Society Enrollment Word template, make sure that you have prepared all the necessary information. This is a mandatory part, since some errors may cause unpleasant consequences beginning from re-submission of the full blank and filling out with deadlines missed and even penalties. You need to be especially careful when working with digits. At first glimpse, you might think of it as to be dead simple thing. However, it is easy to make a mistake. Some use some sort of a lifehack saving all data in another file or a record book and then attach this into documents' temlates. In either case, come up with all efforts and present accurate and genuine info with your Legacy Society Enrollment form, and doublecheck it during the process of filling out the required fields. If you find any mistakes later, you can easily make amends while using PDFfiller editing tool and avoid missing deadlines.

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The legacy society enrollment form is a document used by organizations to facilitate the inclusion of individuals in a legacy or planned giving program, allowing them to express their intention to support the organization through future gifts.
Individuals who wish to be recognized as members of a legacy society or who intend to make a planned gift to an organization are typically required to file this form.
To fill out the legacy society enrollment form, individuals need to provide personal information, details of their planned gift, and any preferences regarding recognition or anonymity in the society.
The purpose of the legacy society enrollment form is to officially document an individual's commitment to contribute through planned giving and to recognize them as part of the organization's legacy society.
The form typically requires personal identification information, a description of the planned gift, the intended designation of the gift, and the donor's preferences regarding recognition.
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