Brochures and Resources
FORMS
Legacy Associate Member Profile - Make your bequest count! [PDF]
Anonymous Client Recognition - for Advisors [PDF]
IRS Form 8283, "Noncash Charitable Contributions" [PDF]
Instructions for Form 8283 [PDF]
Fees and Assessments Disclosure [PDF]
BROCHURES
Suggested Bequest and Beneficiary Designation Language [PDF]
Smart Charitable Planning Booklet [PDF]
Virtual Endowment - Using Your Bequest Gift to Make a Difference Today [PDF]
Charitable Giving Through Your Estate [PDF]
Charitable Gift Annuities [PDF]
Charitable Remainder Trusts [PDF]
Gift of Real Estate [PDF]
How You Benefit by Giving Life Insurance [PDF]
IRA Qualified Charitable Distributions [PDF]
ADDITIONAL RESOURCES
WSU Foundation Gift Planning Office Mission [PDF]
IRS Publication 526, "Charitable Contributions" [PDF]
IRS Publication 561, "Determining the Value of Donated Property" [PDF]
LINKS
Washington State University
American Council on Gift Annuities
Stock Transfer Instructions [PDF]
Fees and Assessments Disclosure
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.