Official Bequest Language
Sample Language For A Non-Endowed Bequest Gift
Sample Bequest Language to Create an Endowment
Sample Trust Language For A Non-Endowed Gift
Sample Trust Language To Create An Endowment
Sample Qualified Retirement Plan (QRP) Beneficiary Designation Language
Sample Language For Change Of Life Insurance Ownership
Sample IRA Beneficiary Designation Language
Forms
Estate Intention Letter (For Wills, Trusts, IRAs, Retirement Plans, Life Insurance)
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)