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This form is intended for individuals wishing to designate a legacy gift to Project Harmony as part of their estate planning. The form outlines the donor\'s intentions and includes information for providing the gift through various means such as wills, trusts, or life insurance policies. Donors are encouraged to consult with legal and financial advisors and indicate whether their gift will be restricted or anonymous.
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How to fill out legacy gift intent form

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How to fill out legacy gift intent form

01
Obtain the legacy gift intent form from the organization's website or office.
02
Read the instructions provided at the top of the form carefully.
03
Fill in your personal information, such as your name, address, and contact details.
04
Specify the type of legacy gift you intend to make (e.g., cash, stocks, property).
05
Indicate the intended amount or value of the gift.
06
Include any designations or preferences for how the gift should be used by the organization.
07
Review the completed form for accuracy.
08
Sign and date the form as required.
09
Submit the completed form according to the organization's guidelines, either by mail or electronically.

Who needs legacy gift intent form?

01
Individuals who intend to make a legacy gift to a nonprofit organization.
02
Donors wishing to formally express their intent to provide a future gift.
03
People looking to leave a lasting impact through charitable contributions.
04
Estate planners and advisors assisting clients in documenting their philanthropic wishes.
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The legacy gift intent form is a document used to declare the intention of an individual to make a planned gift to a charitable organization, outlining the specifics of that intention.
Individuals who plan to make a legacy gift or have an intention to leave a charitable bequest in their estate must file the legacy gift intent form.
To fill out the legacy gift intent form, individuals should provide their personal details, the name of the intended charitable organization, the type of legacy gift, and any additional terms or conditions regarding the gift.
The purpose of the legacy gift intent form is to formally communicate an individual's intent to make a planned gift, ensuring that their wishes are documented and recognized by the charitable organization.
The information that must be reported includes the donor's name and contact information, the name of the charity, the nature of the planned gift, and any pertinent details related to the gift.
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