Get Private And Confidential - Sample Wording For Letter Of Wishes

Creating a Letter of Wishes is a thoughtful way to communicate your intentions regarding charitable gifts. This guide will provide you with a clear, step-by-step approach to filling out the Private And Confidential - Sample Wording For Letter Of Wishes online, ensuring your wishes are articulated effectively.

Follow the steps to fill out your Letter of Wishes clearly and effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, address the letter to your executors, family, beneficiaries, or the Community Foundation as appropriate. Start by stating your full name and address.
3. Clearly express your wishes regarding your gifts to charity. Mention that this Letter imposes no legal obligations but serves as guidance for those handling your estate.
4. Specify the details of your gift to the Community Foundation, including any particular uses or purposes for the funds.
5. Define how you would like the Fund to be known and provide a brief description of its intended impact.
6. Include detailed examples of possible uses for the Fund, clarifying your vision.
7. State any restrictions on the use of the Fund, outlining what you do not want the Fund to support.
8. If appointing advisors to oversee the Fund, list their names. Otherwise, indicate if you are delegating decision-making powers to the Community Foundation.
9. Acknowledge the Community Foundation's discretion regarding fund management and grant awards.
10. Sign and date the document to finalize your Letter of Wishes.

Start filling out your Letter of Wishes online today to ensure your intentions are known.