Get the free Planned Giving Intent Form - Vanderburgh Humane Society - vhslifesaver

Saving lives through life savings: Statement of Intent I/We, (name) plan to provide future support to the Vandenberg Humane Society through (check all that apply): Will/Bequest Insurance Policy Charitable

How to fill out planned giving intent form

1. Start by gathering all the necessary information and documents required to fill out the planned giving intent form. This may include personal details such as your name, address, and contact information, as well as financial information such as assets, investments, and any planned gifts you wish to make.
2. Carefully read through the form and make sure you understand each section and the information it requires. If you have any questions or need clarification, don't hesitate to reach out to the organization or individual responsible for the form.
3. Begin by providing your personal information in the designated sections. This usually includes your full name, address, phone number, and email address.
4. Next, provide details about the planned gift you intend to make. This could be in the form of a bequest, charitable annuity, trust, or other planned giving options. Include the amount or value of the gift, any specific instructions or restrictions, and the intended purpose or beneficiary.
5. If you are making a bequest, indicate whether it is a specific bequest (a particular asset or sum of money), a percentage bequest (a portion of your estate), or a residual bequest (what is left after specific bequests are fulfilled).
6. If you are designating a specific purpose or beneficiary for your planned gift, provide the necessary details. This can include the name and contact information of the organization or individual, as well as any specific instructions or conditions.
7. Consider seeking professional advice or consulting an attorney, financial planner, or estate planning expert when completing the planned giving intent form. They can help ensure that your wishes are clear, legally sound, and in line with your overall estate planning goals.

Who needs planned giving intent form?

1. Individuals who wish to make a charitable contribution through a planned gift, such as a bequest or charitable annuity, may need to fill out a planned giving intent form. This form helps document their intentions and ensure that their wishes are carried out accurately.
2. Nonprofit organizations or institutions that rely on charitable contributions often require potential donors to complete a planned giving intent form. This enables the organization to properly acknowledge and recognize the donor's gift, as well as ensure that it aligns with their mission and guidelines.
3. Financial and estate planning professionals may also use a planned giving intent form as part of their services. They can assist clients in determining the best giving options and properly document their intentions.

In summary, to fill out a planned giving intent form, gather the necessary information, understand the form's requirements, provide personal and gift details, seek professional advice if needed, and submit the completed form to the relevant organization. This form is typically needed by individuals looking to make planned gifts and by organizations or professionals involved in facilitating and documenting such gifts.

For pdfFiller’s FAQs

What is planned giving intent form?

Planned giving intent form is a document that outlines an individual's intention to make a charitable gift through their estate or will.

Who is required to file planned giving intent form?

Individuals who plan to make a charitable gift through their estate or will are required to file a planned giving intent form.

How to fill out planned giving intent form?

To fill out a planned giving intent form, individuals need to provide details about their planned charitable gift, contact information, and any specific instructions.

What is the purpose of planned giving intent form?

The purpose of a planned giving intent form is to formalize an individual's intention to make a charitable gift and provide instructions on how the gift should be distributed.

What information must be reported on planned giving intent form?

Information such as the type of gift, the intended beneficiary, and any specific conditions or instructions for the gift must be reported on the planned giving intent form.

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