Planned Giving
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Resources
Brochures
Stelter eBrochures
Create A Legacy Through Planned Giving (PDF)
Forms
Sample Bequest Language
Stock Transfer Form (PDF)
Letter of Intent for Estate Gift (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
Guide Star
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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.
