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Resources

Penn State's Tax Identification #: 24-6000376

Forms
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)

Links
Goals & Gifts
Penn State Office of Investment Management
American Council on Gift Annuities
Partnership for Philanthropic Planning
Planned Giving Design Center

Books
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



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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.



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