Web-based
Resources
Planned
Giving Design CenterSM
By using the power of the Internet, the Planned
Giving Design CenterSM provides
gift planners with current, comprehensive, and fully annotated discussions
regarding planned giving vehicles, gift assets, deductibility rules,
and charitable income, gift, and estate tax planning. The PGDC also
keeps planners up-to-date by sending email News Alerts with concise
summaries and links to detailed commentary regarding the latest
IRS pronouncements, court decisions, and legislative developments
affecting charitable planning. Articles written by nationally acclaimed
experts address the practical application and integration of planned
giving techniques into an individual’s overall estate and financial
plan.
IRS
Publications
Publication 561: Determining the Value of Donated Property:
http://ftp.fedworld.gov/pub/irs-pdf/p561.pdf
Form
8283 Noncash Charitable Contributions:
http://ftp.fedworld.gov/pub/irs-pdf/f8283.pdf
Instructions
for Form 8283: http://ftp.fedworld.gov/pub/irs-pdf/i8283.pdf
Form
8282 Donee Information Return: http://ftp.fedworld.gov/pub
/irs-pdf/f8282.pdf
NOTE:
the above files requires adobe Reader to view. If you do not currently
have Adobe Reader on your computer, we have a link
at the bottom of this page to download and print out a [PDF Version]
of the Form.
National
Committee on Planned Giving:
NCPG Business Pages provide a listing of companies providing
gift planning products and services: http://www.ncpg.org/businesspages.html
American
Council on Gift Annuities historical and current gift annuity
rates: http://www.pgcalc.com/support/support1a.htm
IRS
Discount Rate charts: http://www.pgcalc.com/drate/default.htm
AFR
Section 7520 Rates: http://www.actec.org/public/ShowOtherPublic.asp?Id=141
Leave A Legacy of Acadiana: http://www.leavealegacy-acadiana.org
Stock
Information
Historical
and Real-time quotes:
http://www.etrade.com/cgi-bin/gx.cgi/applogic+ResearchStock
Irrevocable Stock Power sample form:
http://www.wfu.edu/alumni/giving/stockhelp8.html
Legal
Research Tools and Law-Related WWW Sites
American
Bar Association Trusts and Estates Section - http://www.abanet.org/rppt
American Bar Association Tax Section - http://www.abanet.org/rppt
International Academy of Trust and Estate Law - http://www.abanet.org/rppt
National Association of Elder Law Attorneys - http://www.naela.com
United States Congressional Legislation - http://thomas.loc.gov
Title 26, USCA (Internal Revenue Code) - http://www4.law.cornell.edu/uscode/26
State Law for all 50 States - http://wwwsecure.law.cornell.edu/states/index.html
LEXIS-NEXIS on the Web - http://www.lexis-nexis.com/lncc
WESTLAW on the Web - http://www.westlaw.com
SEC EDGAR Database - Corporate Filings - http://www.freeedgar.com
IRS Tax Regulations - http://www.irs.ustreas.gov/tax_regs/regslist.html
IRS Internal Revenue Bulletins (IRBs) -
http://www.irs.ustreas.gov/ind_info/bullet.html
IRS Private Letter Rulings (PLRs) - http://www.irs.ustreas.gov/ind_info/bullet.html
United States Tax Court - http://www.ustaxcourt.gov/ustcweb.htm
Numerous Tax and Accounting sites - http://www.taxsites.com
Value Securities On-Line - http://www.evpsys.com
CUSIP Numbers for Stocks - http://research.gsm.cornell.edu/research/search.html
Value Automobiles - Kelley Blue Book - http://www.kbb.com
U.S. Savings Bonds - http://www.publicdebt.treas.gov/sav/sav.htm
Roth IRA Information Web site - http://www.rothira.com
Planned Giving Resources and Gift Annuity Information -
http://www.pgresources.com
IRS Exempt Organizations Pub. 78 -
http://www.irs.ustreas.gov/prod/search/eosearch.html
Guide Star Form 990s On-Line - http://www.guidestar.org
Crescendo's GiftLaw - http://www.giftlaw.com
Council on Foundations - http://www.cof.org
Foundation Center - http://www.fdncenter.org
The GIFT-PL List Web-Based Searchable Archive -
http://listserv.iupui.edu/archives/gift-pl.html
The Charity Channel List Forums and Archives -
http://www.charitychannel.com/forums
The ABA-PTL List Web-Based Searchable Archive -
http://mail.abanet.org/archives/aba-ptl.html
The ABA-TAX List Web-Based Searchable Archive -
http://mail.abanet.org/archives/aba-ptl.html
AND
SOME PUBLICATIONS ON-LINE:
Chronicle of Philanthropy - http://www.philanthropy.com
Planned Giving Today - http://www.pgtoday.com
Foundation News & Commentary - http://www.cof.org/foundationnews
