Sample Bequest Language
Stock Transfer Instructions
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
Download a PDF of our most recent Beacon Newsletter issue. Note: Please contact Julie L. Wert, CFRE at 269-337-7319 for the most up-to-date gift planning information. Information contained in past issues of our newsletter may no longer apply.
Copyright © Kalamazoo College, All rights reserved.
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.