Planned Giving Template Bundle

Simplify and Secure Your Charitable Legacy

The Planned Giving Template Bundle is designed to help individuals and organizations easily document their charitable giving intentions and ensure their legacy is honored. These essential templates provide clear and customizable documents to outline bequests, beneficiary designations, and planned giving agreements. Whether you're a donor or a nonprofit, this bundle ensures the giving process is straightforward and legally sound.

Perfect for those planning charitable contributions or organizations managing donor relationships, these templates offer clarity, professionalism, and peace of mind.

What’s Included:

1. Planned Giving Checklist – A step-by-step guide to help ensure your charitable intentions are clearly documented, legally sound, and aligned with your legacy goals.
   
   
2. Sample Bequest Language Template – Clear and customizable language for including charitable gifts in a will or trust.
   
   
3. Beneficiary Designation Form Template – Easily designate charities as beneficiaries for financial accounts or insurance policies.
   
   
4. Letter of Intent for Planned Giving – Formalize your intention to leave a charitable gift, providing clarity for both donors and organizations.
   
   
5. Charitable Gift Annuity Agreement – Document agreements for charitable gift annuities, ensuring terms and conditions are properly outlined.

Why Choose This Bundle:

✅ Comprehensive Tools: Covers all key aspects of planned giving.
✅ Clear Documentation: Ensure your charitable intentions are accurately recorded.
✅ Customizable: Tailor each template to your specific needs.
✅ Peace of Mind: Simplify the process of leaving a lasting charitable legacy.

Disclaimer: These templates are for informational purposes only and do not constitute legal advice. Consult a qualified attorney to ensure compliance with applicable laws.