Planned Gifts

Gift Giving Opportunities

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Resources

Forms
Planned Gift Information Sheet (PDF)
Sample Bequest Language
Letter of Intent (PDF)
Stock Transfer (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
American Council on Gift Annuities
Partnership for Philanthropic Planning
Planned Giving Design Center
Charity Navigator
Guide Star

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 website 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 income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.


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