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This document serves as a formal declaration of intent to make a future gift to South Georgia Medical Center (SGMC) through estate planning. It outlines the intentions of the donor regarding various forms of legacy gifts such as wills, retirement plans, life insurance policies, and trusts, while also requesting specific information to aid in long-term planning and donor recognition.
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How to fill out legacy gift letter of

01
Begin by addressing the letter to the intended recipient or organization.
02
Clearly state your intention to make a legacy gift in the opening paragraph.
03
Provide details about the type of legacy gift you are planning to make (e.g., bequest, trust, etc.).
04
Include the specific amount or percentage of your estate that you wish to allocate as a legacy gift.
05
Mention any restrictions or conditions you would like to impose on the use of the gift, if applicable.
06
Sign and date the letter to validate your intentions.
07
Keep a copy of the letter for your records.

Who needs legacy gift letter of?

01
Individuals planning to leave a financial contribution to a charity or organization as part of their estate.
02
Organizations seeking to secure planned gifts from donors.
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A legacy gift letter is a formal document that outlines the intent of an individual to make a charitable donation through their estate or will, often benefiting a specific organization or cause.
Individuals who plan to make substantial charitable contributions upon their death through their will or estate plan may need to file a legacy gift letter.
To fill out a legacy gift letter, individuals should provide their personal information, specify the charity or cause they wish to support, describe the intended contribution, and include any relevant details regarding the timing or conditions of the gift.
The purpose of a legacy gift letter is to communicate an individual's philanthropic intentions and ensure that their wishes are honored after their passing.
The legacy gift letter should include the donor's name, contact information, the charity's name, the details of the gift (type and amount), and any specific instructions or conditions attached to the gift.
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