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
National Association of Charitable Gift Planners
Planned Giving Design Center
Books
The Tools & Techniques of Charitable Planning, 3rd 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
Questions about ways to give through a planned gift?
Contact Lacee O’Brien at 630-623-7048 or lacee.obrien@us.mcd.com