Partnership: Hospice Philanthropy Group L.L.C.
S. Renee Brida, JD Senior Associate and Lawyer (Western Division)
IRS Downloads - The following information is directly from the IRS Forms and Publications web site www.irs.gov and represent useful items when working with planned gifts.
IRS Form W9, used by donors to indicate their social security number and if they are subject to witholding on their life income payments
IRS Form 8283, 2019 NEW form used to report stock gifts life income arrangements and capital assets subject to appraisal requirements. Instructions for completing form 8283, November 2019
IRS Form 8282, used to report the sale of capital assets within three years of a gift requiring an appraisal, form has instructions
IRS Publication 526 Charitable Contributions (2018) NEW, complete instructions on how charitable contributions may be made to qualified organizations
IRS Publication 561 Determining the Value of Donated Assets (2020), provides assistance on both cash and non-cash gifts
IRS Publication 4302 A charity guide to vehicle donations
IRS Publication 4303 A donor guide to vehicle donations
IRS 990 newly revised 2013 form for non profit organizations exempt from taxation
IRS 990 and 990EZ instructions- link to instructins
IRS Publication 1771 Charitable Substantiation and Disclosure Requirements
IRS Bulletin No. 2008-30 Sample wording for Charitable Remainder Unitrust, Annuity Trusts and Lead Trusts
IRS Publication 970 Tax Benefits for Education (2020 version)