Resources
Secure Web-based Estate Plan Documentation
GP DocuSign bequest documentation on-line portal
ºÚÁϳԹÏÍø±¬ÍøÕ¾ Forms (fillable forms)
Documenting Your Provision for ºÚÁϳԹÏÍø±¬ÍøÕ¾Meeting with Your Estate Planning Attorney
My Story – Memoir Maker
Charitable Gift Annuity Application
Helpful Information
Sample Bequest LanguageCodicil 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 2023Trouble 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 SlidesAging in America
Links
News Articles
IRS Information
(Donee Information Return)
(Noncash Charitable Contributions)
(Charitable Contributions)
(Determining the Value of Donated Property)
Videos
VIDEO: The Origin of the ºÚÁϳԹÏÍø±¬ÍøÕ¾ College Chapel
VIDEO: Estate and Gift Planning Webinar
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.