Sample Bequest Language
IRS Form 8282, "Donee Information Return" (PDF)
IRS Form 8283, "Noncash Charitable Contributions" (PDF)
Instructions for Form 8283 (PDF)
IRS Publication 526, "Charitable Contributions" (PDF)
IRS Publication 561, "Determining the Value of Donated Property" (PDF)
American Council on Gift Annuities
Partnership for Philanthropic Planning
Planned Giving Design Center
Tools and Techniques of Charitable Planning, 2nd Edition
The National Underwriter Company
Tax Economics of Charitable Giving
Warren, Gorham and Lamont of RIA
The Complete Guide to Planned Giving, 3rd Edition
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.