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This form serves as evidence of a donor\'s desire to provide a legacy of support to Prisma Health through an estate plan. It acknowledges that the commitment is revocable and includes sections for
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How to fill out legacy society form

01
Obtain the legacy society form from the organization's website or office.
02
Read the instructions provided on the form carefully.
03
Fill out your personal information such as name, address, and contact details.
04
Specify the type of legacy you wish to leave (e.g., gift, bequest).
05
Include any specific instructions or preferences regarding your legacy.
06
Review the form for any errors or missing information.
07
Sign and date the form to validate your commitment.
08
Submit the completed form to the designated organization via mail or email.

Who needs legacy society form?

01
Individuals interested in leaving a legacy to a charitable organization.
02
Donors looking to make a planned gift or bequest.
03
Anyone who wants to formalize their philanthropic intentions.
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The legacy society form is a document used to recognize individuals who have made planned gifts or commitments to support an organization, often in the context of charitable giving.
Individuals who have made a planned gift, such as a bequest or endowment, to an organization are typically required to file the legacy society form.
To fill out the legacy society form, individuals need to provide their personal information, details about their planned gift, and any relevant information about the organization they are supporting.
The purpose of the legacy society form is to formalize the commitment of individuals to support an organization through planned giving, and to acknowledge and recognize their contributions.
The legacy society form typically requires the reporting of personal information, details about the planned gift, including the type and value of the gift, and the individual's acknowledgment preferences.
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