Gift Planning

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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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Malaysia Hindu Renaissance Fund

Supporting Hinduism's renaissance in Malaysia

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Siva Poomi School Trust

Supporting children with special needs and serving the community.

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Sri Chandra Madhab Debnath Endowment

Supporting Bangladeshi Hindu Organizations.

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Bharathi Yoga Dhama Fund

Sanskrit School Fund Reaps High Spiritual Returns

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Tirunavukkarasu Nayanar Gurukulam

Fund #12 supports the core needs of this Sri Lankan orphanage.

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Planned Giving Guidance

Community Property and Joint Tenancy: Why the Way You Hold Property Matters