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This form is for new parishioners of the Parish of the Resurrection, Table View, to make a financial commitment for the upcoming year 2023/2024. It includes sections for personal information, contribution amount, payment frequency, and family details.
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How to fill out 20232024 planned giving form

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How to fill out 20232024 planned giving form

01
Start by downloading the 2023-2024 Planned Giving Form from the official website.
02
Read the instructions carefully before filling out the form.
03
Fill in your personal information, including your name, address, and contact details.
04
Indicate the type of planned giving you wish to make, such as a bequest, charitable gift annuity, or trust.
05
Specify the amount or percentage of your estate or assets you intend to contribute.
06
Provide details of any specific designations for the gift if applicable.
07
Review all entries for accuracy and completeness.
08
Sign and date the form as required.
09
Submit the completed form to the designated contact or organization, either electronically or via postal mail.

Who needs 20232024 planned giving form?

01
Individuals looking to make long-term contributions to a charitable organization.
02
Donors seeking tax benefits through planned giving options.
03
Estate planners and financial advisors assisting clients with philanthropic strategies.
04
Non-profit organizations requiring documentation of planned gifts for their records.
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The 20232024 planned giving form is a document used by individuals and organizations to report and manage planned charitable contributions made during the tax year 2023-2024.
Individuals and organizations who intend to claim deductions for their planned charitable gifts or who have made significant planned giving contributions during the tax year are required to file this form.
To fill out the 20232024 planned giving form, gather relevant financial and charitable contribution information, follow the instructions provided on the form, and provide accurate details about the donations made, including recipient information and donation values.
The purpose of the 20232024 planned giving form is to provide a structured way for taxpayers to report their planned charitable contributions and to claim deductions for these contributions for tax purposes.
The information that must be reported includes the names and addresses of the charitable organizations, the amounts donated, the date of contributions, and any additional qualifying information about the gifts.
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