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PLANNED GIVING SUMMER/FALL 2012 701 S. Martin Luther King Jr. Blvd. Americas, Ga 31719 Autumn 2011, Volume 7, Issue 3 'Ti's the Season Like all of Jesus teachings this is profoundly practical. A healthy

How to fill out planned giving - form

How to fill out a planned giving form:

1. Start by gathering all the necessary information, such as your personal details, contact information, and the details of the organization or charity you plan to donate to.
2. Read through the form carefully before filling it out to ensure you understand all the questions and requirements.
3. Begin by providing your full name, address, phone number, and email address in the designated fields.
4. Fill out the requested information about the organization or charity you plan to make the donation to, including their name, address, and contact information.
5. Specify the type of planned giving you intend to make, whether it's through a bequest in your will, a charitable trust, a life insurance policy, or any other method. Provide any relevant details or instructions.
6. If applicable, indicate the amount or percentage you plan to donate and the purpose or designation of the donation.
7. Pay attention to any additional questions or sections that may require your input, such as information regarding beneficiary designations or legal considerations.
8. Carefully review the completed form for accuracy and completeness before submitting it.
9. Sign and date the form in the appropriate space, and consider including a witness or notary if required.
10. Keep a copy of the completed form for your records before sending it to the organization or charity.

Who needs a planned giving form?

1. Individuals or donors who wish to make a charitable contribution to an organization or charity.
2. People who want to make a lasting impact by leaving a bequest in their wills or utilizing other planned giving methods.
3. Donors who want to specify how their donation should be used or designated, such as for a specific program, project, or scholarship.
4. Individuals who want to ensure that their charitable intentions are properly documented and legally binding.
5. Organizations or charities that accept planned giving donations and require a formal process for documenting and acknowledging these contributions.

In summary, filling out a planned giving form involves gathering necessary information, carefully completing all sections, reviewing for accuracy, signing and dating, and submitting to the relevant organization. Anyone who wishes to make a charitable contribution or plan their giving for the future may need a planned giving form.

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What is planned giving - form?

Planned giving form is a document where individuals designate charitable donations to be made in the future.

Who is required to file planned giving - form?

Individuals or organizations who have made a planned gift or intend to make a planned gift are required to file planned giving form.

How to fill out planned giving - form?

Planned giving form can be filled out by providing details of the planned gift, including the amount, designation, and any special instructions.

What is the purpose of planned giving - form?

The purpose of planned giving form is to ensure that charitable donations are made as per the donor's wishes and to provide documentation for tax purposes.

What information must be reported on planned giving - form?

Information such as the donor's name, contact details, planned gift amount, designated charity, and any restrictions or instructions must be reported on planned giving form.