Resources

Secure Web-based Estate Plan Documentation 

GP DocuSign bequest documentation on-line portal

Bowdoin Forms (fillable forms)

Documenting Your Provision for Bowdoin 
Meeting with Your Estate Planning Attorney
My Story – Memoir Maker
Charitable Gift Annuity Application

Helpful Information

Sample Bequest Language
Codicil 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

Pine Notes and E-Newsletter

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

2021 Charitable Giving Legislation

Consolidated Appropriations Act 2021 

Slides

Estate Planning Webinar Slides
Aging in America

Links

American Council on Gift Annuities
Charity Navigator
GuideStar

News Articles

Inflation 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: Bill Chapman ’63 on the implications of the SECURE Act
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.