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Gift Planning - Live Oaks Society
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Resources
Forms
Sample Bequest Language
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
GuideStar
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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Contact Information
Donna H. Raub, Director of Planned Giving at draub@sdnhm.org or 619-255-0314
Ann Laddon, Vice President, Institutional Advancement at aladdon@sdnhm.org or 619-255-0212
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Planning
Tools
