Gift Planning
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Forms
Letter of Intent for Estate Gift (PDF)
Sample Bequest Language
Irrevocable Stock or Bond Power Form (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)
Downloads
Bequest & Charitable Designations (PDF)
Charitable Gift Annuity (PDF)
Wealth Transfer Strategy: The Charitable Lead Trust (PDF)
Charitable Remainder Trust (PDF)
Gifts of Real Estate (PDF)
Retained Life Estate (PDF)
Securing the Future: Ways to Make a Gift Now (PDF)
Related Links
Goals & Gifts
Penn State Office of Investment Management
American Council on Gift Annuities
Copyright © The Stelter Company, All rights reserved.
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 income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.
