Advise

Forms

Sample Bequest Language
Letter of Intent
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
Guide Star

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

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.