º¬Ðß²ÝÑо¿ÊÒ

Secure Web-based Estate Plan Documentation 

GP DocuSign bequest documentation on-line portal

º¬Ðß²ÝÑо¿ÊÒ Forms (fillable forms)

Documenting Your Provision for º¬Ðß²ÝÑо¿ÊÒ 
Meeting with Your Estate Planning Attorney
My Story – Memoir Maker
Charitable Gift Annuity Application

Helpful Information

Sample Bequest Language
Codicil to a Will or Living Trust Form
Gift Planning Brochure: A Plan That Counts 
Gift Planning Quick Planner
Gift Calculator
Administering a Special Needs Trust: A Handbook For Trustees
Beyond the Will

E-Newsletter stories and Pine Notes

A gift to Last a Lifetime: The Thalheimers’ gift of their oceanfront property on Orr’s Island - June 2023
Trouble for the Thebaud: Donald MacMillan's 16th Expedition to the Arctic - April 2023
The Gift of Merritt Island- A Remarkable Coastal Resource - January 2023
Impact Investing & Philanthropy with Julie Johnson McVeigh '97 - March 2022

Noteworthy Charitable Giving Legislation

SECURE 2.0 Act - Summary & FAQs 

Slides

Estate Planning Webinar Slides
Aging in America

Links

News Articles

 

IRS Information

 (Donee Information Return)
 (Noncash Charitable Contributions)

(Charitable Contributions)
 (Determining the Value of Donated Property)

Videos

Video: Bill Chapman ’63 on the implications of the SECURE Act

 

---

Please note that we are prohibited from giving legal or financial advice and none of the information above should be interpreted as such. We encourage you to consult with your own legal counsel or financial advisor before deciding whether or not to proceed with a gift.