Planned Giving

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Planned Giving Tools

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Gift Calculator
eBrochures

For more information,
please contact
the Planned Giving office at
651-696-6832
1-800-645-3919
plannedgiving@macalester.edu

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Forms and Templates

Forms
Estate Letter of Intent (PDF)
Estate Letter of Intent (word.doc)
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)

Links
American Council on Gift Annuities


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The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.