Get the free Planned Giving - ATS Foundation - American Thoracic Society - foundation thoracic

GIFTS OF RETIREMENT ASSETS When you name the Foundation of the ATS as the beneficiary of your IRA, 401(k) or other qualified plan, any residual left in your plan when you die passes to the Foundation

How to fill out planned giving - ats

How to fill out planned giving - ATS:

1. Gather all necessary information: Start by collecting all relevant details about the intended donor, including their full name, contact information, and any known giving preferences or restrictions.
2. Determine the type of planned gift: Planned giving encompasses various methods, such as bequests, charitable gift annuities, charitable remainder trusts, and more. Identify the specific type of planned gift the donor wishes to make.
3. Consult with legal and financial advisors: It is important to involve professionals, such as lawyers and financial advisors, who have expertise in planned giving. Seek their guidance to ensure compliance with applicable laws and regulations, and to optimize the financial benefits for both the donor and the organization.
4. Draft the necessary legal documents: Based on the chosen type of planned gift, work with the advisors to draft the appropriate legal documents. These may include a will or trust, a gift annuity agreement, a charitable remainder trust agreement, or other similar documents.
5. Review and finalize the documents: Carefully review the drafted documents for accuracy and completeness. Make any necessary revisions or amendments, and ensure that all parties involved, including the donor, are satisfied with the final version.
6. Execute the planned gift: Once the legal documents are finalized, they need to be signed and properly executed according to the applicable legal requirements. Follow the necessary protocols to execute the planned gift and ensure it is legally binding.
7. Communicate with the organization receiving the gift: Notify the organization that will be receiving the planned gift about the donor's intentions. Provide them with copies of the relevant legal documents and any additional information required.

Who needs planned giving - ATS?

1. Nonprofit organizations: Nonprofits, including charitable organizations, educational institutions, religious organizations, and others, often rely on planned giving to secure long-term support. Implementing planned giving programs can help nonprofits diversify their revenue streams and build sustainable funding sources.
2. Donors interested in leaving a legacy: Individuals who wish to make a lasting impact beyond their lifetime often choose planned giving as a means to support causes they care about. Planned giving allows donors to establish a philanthropic legacy and support organizations or causes that align with their values.
3. Donors seeking financial and tax benefits: Planned giving can offer various financial and tax advantages for donors. These may include income tax deductions, reduction of estate taxes, avoidance of capital gains tax, or providing a lifetime income stream to the donor or their designated beneficiaries.

In summary, filling out planned giving - ATS involves gathering necessary information, determining the type of planned gift, consulting with professionals, drafting legal documents, executing the planned gift, and communicating with the receiving organization. Nonprofit organizations and individuals interested in leaving a legacy or seeking financial benefits can benefit from planned giving - ATS.

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What is planned giving - ats?

Planned giving - ats refers to donations made by individuals during their lifetime or through their will, for the benefit of a charity or non-profit organization.

Who is required to file planned giving - ats?

Charities and non-profit organizations that receive planned gifts are required to file planned giving - ats.

How to fill out planned giving - ats?

Planned giving - ats can be filled out by providing detailed information about the planned gifts received, including the donor's information, the value of the gift, and the intended use of the donation.

What is the purpose of planned giving - ats?

The purpose of planned giving - ats is to track and report on donations received through planned gift arrangements and ensure transparency in handling such contributions.

What information must be reported on planned giving - ats?

On planned giving - ats, organizations must report details of the planned gifts received, such as the donor's name, the type of gift, the value, and any restrictions placed on the donation.