Planning steps to take now—
no matter what stage you're at in life.

First Things First
Do you have a solid estate plan?

Join Us!
You're invited to join a group of alumni and friends who share a love and vision for Penn State.

Gift Spotlight: Charitable Lead Trust
Discover a powerful way to make a gift to us in your name or in the name of a loved one while realizing tax benefits for your kindness.

Forward this article to a friend   Print version   Increase font size  Decrease font size 


Penn State's Tax Identification #: 24-6000376

Letter of Intent for Estate Gift (PDF)
Sample Bequest Language
Irrevocable Stock or Bond Power Form (PDF)
Penn State University's Tax Deductibility/Tax-Exempt Status Letter (PDF)
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)

Goals & Gifts
Penn State Office of Investment Management
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

Ashton Associates

Copyright © Penn State, All rights reserved.

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.


FREE Estate Planning Kit

Learn more
about continuing your charitable support and organizing your estate plans.