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Confidential Legacy Giving Intention Form Thank you for your intention to include Wild Montana in your estate plan. Your gift will protect Montanas wild places for future generations. Please complete
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How to fill out confidential legacy giving intention

01
Begin by gathering all necessary personal and financial information.
02
Obtain the confidential legacy giving intention form from the organization.
03
Fill out your name and contact information at the top of the form.
04
Specify the type of gift you intend to make (e.g., bequest, trust, etc.).
05
Detail the assets you plan to include in your legacy gift.
06
Indicate the intended purpose of the gift (e.g., general funds, a specific project, etc.).
07
Decide if you want your intention to remain confidential or if you’re open to public recognition.
08
Review your completed form for accuracy and completeness.
09
Sign and date the form.
10
Submit the form to the organization via mail, email, or in person as instructed.

Who needs confidential legacy giving intention?

01
Individuals who wish to leave a lasting impact on an organization through planned giving.
02
Donors looking to ensure their wishes are documented and respected.
03
Organizations wanting to understand and manage potential future gifts.
04
Financial planners or advisors assisting clients with estate planning.
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Confidential legacy giving intention refers to a formal declaration by an individual regarding their intention to leave a legacy or bequest to a charitable organization upon their death, which is kept private and not disclosed publicly.
Individuals who wish to make a legacy gift to a charitable organization and want to ensure their intentions are formally recognized may be required to file a confidential legacy giving intention.
To fill out a confidential legacy giving intention, individuals typically need to provide their personal information, details about the charitable organization they intend to support, and specify the nature and amount of the legacy gift.
The purpose of a confidential legacy giving intention is to ensure that an individual's wishes regarding their planned charitable contributions are documented and respected upon their death while maintaining privacy.
Required information typically includes the donor's name, contact information, identification of the charity, description of the contribution, and any specific conditions or wishes related to the gift.
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