Get the free Legacy Gift Commitment Form

This form is used by donors to make a legacy gift to Fairfield University as part of the Bellarmine Society. It allows individuals to express their intention to include the university in their estate plans, describe the nature of their gift, and provide necessary personal and financial information. The form also emphasizes that the gift is revocable and not legally binding, ensuring donors can modify their plans as needed.

How to fill out legacy gift commitment form

How to fill out legacy gift commitment form

1. Start by downloading the legacy gift commitment form from the organization's website.
2. Fill in your personal information at the top of the form, including your name, address, and contact details.
3. Specify the type of legacy gift you wish to commit, such as a bequest, stocks, or real estate.
4. Indicate the percentage or specific amount you intend to allocate as a legacy gift.
5. Provide any additional instructions or conditions related to your gift, if applicable.
6. Review the completed form for any errors or omissions.
7. Sign and date the form at the designated area.
8. Submit the form as instructed, either by mailing it to the organization or submitting it online.

Who needs legacy gift commitment form?

1. Individuals looking to make a long-term impact through charitable contributions.
2. Donors who wish to express their intentions for a legacy gift to an organization.
3. People considering including a non-profit in their estate planning.

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What is legacy gift commitment form?

The legacy gift commitment form is a document used to formally declare someone's intention to leave a gift or donation to a charity or organization through their estate.

Who is required to file legacy gift commitment form?

Individuals who intend to make a legacy gift to a charity, as part of their estate planning, are typically required to fill out this form.

How to fill out legacy gift commitment form?

To fill out the legacy gift commitment form, individuals need to provide personal information, details about the gift, and any specific instructions regarding the use of the gift.

What is the purpose of legacy gift commitment form?

The purpose of the legacy gift commitment form is to ensure that charitable organizations are aware of impending gifts, allowing them to plan and manage resources effectively.

What information must be reported on legacy gift commitment form?

The information that must be reported includes the donor's name, contact details, the intended charity, the type of gift, and any specifics related to the gift.