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LegacyGiving A STE P BYSTE P G U I DEThis handbook was originally created by the Jewish United Fund/Jewish Federation of Metropolitan Chicagos Create a Jewish Legacy program. With their permission,

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How to fill out why is legacy giving

01

Begin by defining what legacy giving means, specifically within the context of charitable contributions.

02

Outline the importance of legacy giving for nonprofits and the impact it can have on their long-term sustainability.

03

Provide a step-by-step guide on how individuals can set up their legacy gifts, such as including charities in wills or trust funds.

04

Discuss various types of legacy giving options, including direct bequests, charitable remainder trusts, and endowments.

05

Highlight the tax benefits associated with legacy giving for both the donor and the receiving organization.

06

Encourage potential givers to seek advice from financial advisors or estate planners to ensure that their legacy gifts align with their overall financial goals.

Who needs why is legacy giving?

01

Charitable organizations and nonprofits that rely on contributions to fund their missions and services.

02

Individuals looking to create a lasting impact through their philanthropic efforts after they pass away.

03

Families who wish to leave a legacy that reflects their values and priorities.

04

Financial advisors and estate planners who need to inform clients about various giving options.

05

Community members and organizations that benefit from sustained funding through legacy gifts.

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What is why is legacy giving?

Legacy giving, also known as planned giving, refers to the process of making a charitable donation through a will or estate plan. It allows individuals to leave a lasting impact on their favorite causes after their lifetime.

Who is required to file why is legacy giving?

Individuals who have made legacy gifts or charitable bequests as part of their estate planning may need to provide information for a tax return or estate filing, typically those whose estates exceed the exemption limit.

How to fill out why is legacy giving?

To fill out the necessary forms related to legacy giving, individuals should provide information about the intended charities, the amount or percentage of the estate being allocated, and any relevant details about the bequest in their will or trust documents.

What is the purpose of why is legacy giving?

The purpose of legacy giving is to enable individuals to contribute to charitable organizations in a meaningful way, allowing them to support causes they care about while also benefiting from potential tax advantages.

What information must be reported on why is legacy giving?

Required information typically includes the name of the charity, the amount or type of gift, whether it's a specific bequest or a percentage of the estate, and documentation of the donor's intent through a will or trust.

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