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Ethical consumer Leaving a legacy gift in your will to Ethical Consumer will boost our ability to challenge corporate power, long into the future Ethical Consumer cooperative legacy giving guide creating
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How to fill out legacy giving guide

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How to fill out a legacy giving guide:

01
Start by reading through the guide carefully to understand its purpose and the options available for legacy giving.
02
Consider your personal values and the causes that are important to you. This will help you determine which organizations or institutions you want to support through your legacy giving.
03
Take note of any specific instructions or requirements mentioned in the guide, such as deadlines or documentation needed for certain types of gifts.
04
Evaluate your financial situation and decide how much you are able and willing to give as part of your legacy. This could be a specific amount or a percentage of your estate.
05
Determine the type of gift you want to make. Legacy giving can include bequests in a will, charitable trusts, charitable gift annuities, life insurance policies, or even donations of real estate or other assets.
06
Consult with an attorney or estate planning professional if you need assistance in creating or updating your will or trust to include your legacy giving plans.
07
Review the guide's suggestions for how to communicate your intentions to the organizations you want to support. This may involve notifying them directly or working with your attorney to include specific language in your legal documents.
08
Keep a copy of the completed legacy giving guide for your records and share relevant information with your family or loved ones so they are aware of your wishes.
09
Periodically review and update your legacy giving plans as your circumstances or philanthropic interests change.

Who needs a legacy giving guide:

01
Individuals who want to leave a lasting impact by supporting charitable organizations or causes they care about.
02
People who have significant assets or estates and want to ensure that their wealth is used to benefit others after their passing.
03
Those who wish to create a meaningful legacy or memorialize their name by establishing an endowment or fund in their honor.
04
Families or individuals concerned about minimizing the tax burden on their estate and maximizing the impact of their charitable giving.
05
Anyone looking for guidance and resources on the various options available for legacy giving and how to navigate the process effectively.
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Legacy giving guide is a document that provides information on how individuals can leave a gift to a charity or organization in their will or estate plan.
Individuals who are interested in leaving a legacy gift to a charity or organization may choose to file a legacy giving guide to ensure their wishes are carried out.
To fill out a legacy giving guide, individuals can consult with their legal advisor or financial planner to determine the best way to leave a gift to a charity or organization.
The purpose of a legacy giving guide is to provide individuals with information and guidance on how to include a charity or organization in their estate planning.
The information reported on a legacy giving guide may include the name of the charity or organization, the type of gift being left, and any specific instructions for how the gift should be used.
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