Statement of Charitable Intent – Detailed

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Statement of Charitable Intent

The undersigned,
Full Name*
Full Name
hereby requests that all funds in the
Name of Trust*
be distributed annually, by distributing the income in the percentages as set forth by each organization below, in addition, distribute
Percent*
Please enter a number from 1 to 100.
percent of the principal annually over a
Year*
Please enter a number from 1 to 100.
year time frame and to the end of
Years*
Please enter a number from 1 to 100.
years distribute the remaining principal to the same entities on the percentages listed below. The following organizations are the charitable organizations requested by the Donor:
Percent for first charity:
Please enter a number from 1 to 100.
First Charity
Percent for second charity:
Please enter a number from 1 to 100.
Second Charity
Percent for third charity:
Please enter a number from 1 to 100.
Third Charity
Percent for fourth charity:
Please enter a number from 1 to 100.
Fourth Charity
Percent for fifth charity:
Please enter a number from 1 to 100.
Fifth Charity
Percent for sixth charity:
Please enter a number from 1 to 100.
Sixth Charity
My charity is not listed
- My charity is not listed
Percent for custom charity:
Please enter a number from 1 to 100.
Charity Name*
Add another charity
- Add another charity
Percent for custom charity:
Please enter a number from 1 to 100.
Charity Name*
Add another charity
- Add another charity
Percent for custom charity:
Please enter a number from 1 to 100.
Charity Name*
Total
Incomplete: Your amounts do not add up to 100%. Please increase the percentages so they add up to 100.
Complete! Your amounts add up to 100%.
Error! Your amounts total more than 100%. Please reduce your percentages in some areas so that your total equals 100.
Custom Charity Details
Please supply the info for each of your custom charities here. Please add one charity per row. You can add new rows by clicking the little button.
Charity Name Tax ID number Full Address Contact Name
Any Additional Notes:
Type Your Full Legal Name Here*
Full Name
certify signature*
- I certify that my typed name stands for my written signature.
Today's Date*
MM slash DD slash YYYY
Email
This field is for validation purposes and should be left unchanged.

Charity Name	Tax ID number	Full Address	Contact Name