Resources
Secure Web-based Estate Plan Documentation
GP DocuSign bequest documentation on-line portal
Bowdoin Forms (fillable forms)
Documenting Your Provision for BowdoinMeeting 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
Pine Notes: The Origin of the Chapel, Cheryl Coffin '75 Profile & Estate Planning Webinar - March 2021
Noteworthy Charitable Giving Legislation
SECURE 2.0 Act - Summary & FAQs
Slides
Estate Planning Webinar SlidesAging in America
Links
American Council on Gift Annuities
Charity Navigator
GuideStar
News Articles
For More Certainty in Your Retirement - NYT ArticleInflation May Save You at Tax Time - NYT article
Planning for Your Retirement, and for a Child’s Special Needs, All at Once - NYT article
Pandemic business start-ups providing end-of-life services- NYT article
Visualizing How Your Estate Plan Works- NYT article
The Baby Boom Bond Dilemma-NYT article
Well, Mom Always Did Like You Better - NYT article
If you Live to 100, You'll Need More Than Money - NYT article
IRS Information
IRS Form 8282 (Donee Information Return)
IRS Form 8283 (Noncash Charitable Contributions)
Instructions for Form 8283
IRS Publication 526 (Charitable Contributions)
IRS Publication 561 (Determining the Value of Donated Property)
Videos
VIDEO: The Origin of the Bowdoin 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.