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This form allows individuals to express their intention to support Arbor Circle through planned gifts, providing details about their charitable provisions and keeping the information confidential
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How to fill out planned giving intention form

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How to fill out planned giving intention form

01
Begin by gathering your personal information, including your name, address, email, and phone number.
02
Specify the type of planned gift you intend to make, such as a bequest, charitable gift annuity, or trust.
03
Indicate the estimated value of your planned gift.
04
Provide information on the organization or cause you wish to support through your planned giving.
05
Include any preferences regarding how you would like your gift to be used within the organization.
06
Review the completed form for accuracy and completeness.
07
Sign and date the form, and submit it to the designated contact for planned giving.

Who needs planned giving intention form?

01
Individuals who are considering making a significant donation to a charitable organization in the future.
02
People who wish to inform their chosen organizations about their intention to leave a legacy.
03
Donors looking for specific tax benefits associated with planned giving.
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A planned giving intention form is a document that individuals complete to express their intent to make a charitable gift at some point in the future, often through a will or estate plan.
Typically, individuals who wish to make a planned gift to a nonprofit organization are encouraged or required to file a planned giving intention form.
To fill out a planned giving intention form, a donor usually needs to provide personal details, the type of planned gift they intend to make (such as bequests, charitable trusts, or life insurance policies), and possibly the estimated value of the gift.
The purpose of the planned giving intention form is to formally communicate a donor's intention to support a charitable organization in the future, which helps organizations in their fundraising and financial planning efforts.
The planned giving intention form typically requires personal identification information, details about the type of planned gift, the estimated amount of the gift, and the intended charitable organization.
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