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This document serves as a letter of intent for individuals wishing to provide a legacy gift to Dientes Community Dental Care, outlining their wishes to include Dientes in their estate plans. It provides options for the type of estate planning instruments to be used and specifies the intended use of the gift.
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How to fill out legacy gift letter of

01
Start with the date at the top of the letter.
02
Include your name and address, followed by the recipient's name and address.
03
Begin the letter with a respectful salutation.
04
Clearly state your intention to make a legacy gift.
05
Specify the type of gift (cash, property, stocks, etc.) and its approximate value.
06
Mention any specific programs or initiatives that the gift will support.
07
Include any conditions or restrictions tied to the gift, if applicable.
08
Express gratitude for the organization’s work and your enthusiasm for supporting it.
09
End with a polite closing and your signature.

Who needs legacy gift letter of?

01
Individuals who wish to leave a financial legacy to a charitable organization.
02
Nonprofits needing formal documentation of intended legacy gifts for their records.
03
Estate planners and attorneys managing a client’s estate planning documents.
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A legacy gift letter is a document that outlines a person's intent to leave a particular gift or estate to a beneficiary upon their passing.
Typically, the executor of the estate or the individual designated in the will to handle legal matters is required to file the legacy gift letter.
To fill out a legacy gift letter, you need to provide details about the donor, the recipient, the nature of the gift, and any relevant conditions or instructions regarding the gift.
The purpose of the legacy gift letter is to formally document a person's wishes regarding their estate after they pass away, ensuring that the gifts are distributed according to those wishes.
The information that must be reported includes the donor's name, the recipient's name, a description of the gift, its estimated value, and any conditions attached to the gift.
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