Planned Giving

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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
Charity Navigator
GuideStar



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



Women's Legacy Fund

The WLF's Mission is to engage women in effecting change in our community through collective philanthropy. We Inspire, Educate, Empower.

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Bonita Springs Community Fund

Established in 1997, this special fund supports the communities of the greater Bonita Springs area by providing grants to local nonprofits.

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