Get Mi Legacy Circle Declaration Of Intent 2017-2025

The MI Legacy Circle Declaration Of Intent is an essential tool for documenting your philanthropic intentions towards the Ann Arbor Summer Festival. This guide will walk you through each section of the form, offering clear, step-by-step instructions to make the process as straightforward as possible.

Follow the steps to complete your Declaration Of Intent.

1. Click ‘Get Form’ button to access the MI Legacy Circle Declaration Of Intent and open it for editing.
2. Begin filling out your personal details. Enter your name, address, city, state, zip code, telephone number, and email. This information helps the organization contact you regarding your intent.
3. In the gift description section, indicate the type of gift you intend to make by selecting options such as a bequest in your will or trust, charitable gift annuity, retirement plan assets, life insurance assets, or other specified assets. You may also provide an estimated amount or percentage of the gift.
4. Specify how you would like your gift to be directed, by indicating the annual operating fund, endowment fund, or where it's needed most. Fill in the respective amounts or percentages as applicable.
5. Provide information regarding the executor(s) or trustee(s) if your gift is included in a will or trust. This may include their name, address, phone number, and email address.
6. If your gift involves a beneficiary designation, include the administrator or company's name and address, along with their contact information.
7. Lastly, you may choose to share any additional information or contacts, such as family members or legal advisors, that you want the organization to be aware of.
8. Once you have completed all sections of the form, review your entries for accuracy. Then, save your changes, and choose to download, print, or share the form as needed.

Complete your MI Legacy Circle Declaration Of Intent online today.