Gift Planning
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Brochures and Resources
Brochures
Suggested Bequest and Beneficiary Designation Language(PDF)
Smart Estate Planning – General estate planning considerations(PDF)
Making a Smart Bequest – Including WSU in your estate plans(PDF)
Testamentary Flex Endowments – Using Your Bequest Gift to Make a Difference Today(PDF)
Charitable Gift Annuities with the WSU Foundation(PDF)
Charitable Remainder Trusts with the WSU Foundation(PDF)
Retained Life Estates with the WSU Foundation (PDF)
Donor Advised Funds with the WSU Foundation(PDF)
Additional Resources
WSU Foundation Gift Planning Office Mission (PDF)
Legacy Associate Program – Let us thank you for including WSU in your estate plans! (PDF)
Stock Transfer Instructions (PDF)
Forms
Legacy Associate Member Profile – Make your bequest count in The Campaign for Washington State University(PDF)
Anonymous Client Recognition - for Advisors (PDF)
IRS Form 8283, "Noncash Charitable Contributions" (PDF)
Instructions for Form 8283 (PDF)
IRA Charitable Rollover 2013 (PDF)
Fee Disclosure Form (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
Washington State University
Copyright © Washington State University Foundation, All rights reserved.
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.
All planned gifts are subject to review and approval of the WSU Foundation Gift Acceptance & Management Committee.
All tax benefits may vary.
