Charities often ask donors who have made a revocable estate gift to complete a form to provide more information about the type of gift, its amount, and how they would like to be acknowledged.
While donors are not required to sign these documents, the information may be useful for the charity’s budgeting and planning.
This template from the Partnership for Philanthropic Planning will give you a sense of what type of information to request. It should be adapted to include only the types of gifts your organization accepts.
We’re sorry. Something went wrong.
We are unable to fully display the content of this page.
The most likely cause of this is a content blocker on your computer or network. Please make sure your computer, VPN, or network allows javascript and allows content to be delivered from v144.philanthropy.com and chronicle.blueconic.net.
Once javascript and access to those URLs are allowed, please refresh this page. You may then be asked to log in, create an account if you don't already have one, or subscribe.
If you continue to experience issues, contact us at 202-466-1032 or help@chronicle.com