Gift Planning
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Resources
Forms
Sample Bequest Language
Stock Transfer Instructions
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
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.
