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PLANNED GIVING wellington square united church I Plan To Give I have already planned to give; contact me about celebrating my gift Contact me to talk about my legacy and options Notify me of any upcoming
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How to fill out planned giving form

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How to fill out a planned giving form:

01
Begin by obtaining a copy of the planned giving form, which is typically provided by the organization or institution offering the planned giving opportunity.
02
Take the time to carefully read through the form, paying attention to any instructions or guidelines provided. This will ensure that you understand the purpose and requirements of the form.
03
Start by filling out personal information, including your full name, address, contact details, and any other requested identification information.
04
Provide details about the type of planned giving option you are interested in, such as a bequest, charitable gift annuity, or trust. This may include specifics like the amount or percentage you wish to donate, or any special conditions.
05
If applicable, indicate any restrictions or preferences you have for how your donation should be used or allocated by the organization.
06
Consider consulting with legal and financial advisors if you have any questions or concerns about the implications of your planned giving decision.
07
After completing all the necessary sections of the form, review it carefully to ensure accuracy and completeness. It's a good idea to double-check all the information you provided before submitting it.
08
Depending on the specific instructions given by the organization, submit the form either electronically, via mail, or by hand-delivery to the appropriate department or contact person.

Who needs a planned giving form:

01
Individuals who wish to make a long-term impact and leave a legacy through their charitable giving may choose to utilize a planned giving form.
02
People who want to ensure their assets are distributed according to their wishes after their passing often use planned giving forms to outline their intentions and commitments.
03
Donors who wish to support the ongoing work of nonprofit organizations, educational institutions, religious organizations, or other charitable causes may choose to fill out a planned giving form to make their future contributions more structured and formalized.

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Planned giving form is a document used by individuals to specify how they would like their assets distributed to charitable organizations or causes after their passing.
Individuals who wish to allocate a portion of their assets to charitable causes or organizations upon their death are required to file a planned giving form.
To fill out a planned giving form, individuals can consult with a legal advisor or financial planner to ensure the proper allocation of assets to charitable organizations.
The purpose of a planned giving form is to allow individuals to leave a lasting impact by supporting charitable causes that are important to them.
Planned giving forms typically require information such as the names of charitable organizations, the amount or percentage of assets to be allocated, and any specific instructions for distribution.
The deadline to file a planned giving form in 2023 may vary depending on the specific requirements of the charitable organization or financial institution.
The penalty for late filing of a planned giving form may result in delays in distributing assets to charitable organizations or causes, as well as potential legal complications.
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