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This form is used by individuals who wish to inform Saint Elizabeth University of their planned gifts, keeping their intentions confidential while allowing the university to recognize their support during their lifetime. It includes sections for personal information and details about the planned gift.

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How to fill out planned gift notification

01

Obtain the planned gift notification form from the relevant organization.

02

Fill in your personal details such as name, address, and contact information.

03

Specify the type of planned gift you are making (e.g., bequest, charitable remainder trust).

04

Provide details about the gift, including the estimated value and any specific designations.

05

Sign and date the form to confirm your intent.

06

Submit the completed form to the organization, either online or by mailing it to the appropriate department.

Who needs planned gift notification?

01

Individuals making planned gifts to charitable organizations.

02

Estate planners and advisors assisting clients with charitable contributions.

03

Nonprofit organizations needing to document and acknowledge planned gifts.

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What is planned gift notification?

Planned gift notification is a formal process used to inform charitable organizations about a donor's intention to make a planned gift, such as a bequest or trust.

Who is required to file planned gift notification?

Typically, the donor or their legal representative is required to file planned gift notification, especially when a planned gift is intended to benefit a specific organization.

How to fill out planned gift notification?

To fill out planned gift notification, you need to provide information about the donor, the type of planned gift, the estimated value, and the intended beneficiary organization.

What is the purpose of planned gift notification?

The purpose of planned gift notification is to ensure transparency and proper recording of the donor's intentions, which helps the receiving organization plan for future funding and manage its resources effectively.

What information must be reported on planned gift notification?

The information that must be reported includes the donor's name, contact information, details about the planned gift (type and value), and the name of the organization that will receive the gift.

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