Helpful IRS Information

Skip to content

Planned & Legacy Giving

Helpful IRS Information

See IRS Publications 526, 561 and 571 and IRS Form 8283 for helpful information about substantiating your gifts, appraisal requirements for larger gifts of property other than marketable securities, and other matters.

Your advisors can help you determine how various provisions may apply to you.

Keep exploring

Gift Planning At-a-GlanceCompare major gift-planning opportunities side by side.Bequest LanguageShare ready-to-use language with your attorney.Retirement PlansUse retirement assets for a tax-smart legacy gift.Common QuestionsFind answers to common planned and legacy giving questions.

Let’s talk

There’s help if you need it.

Traci Russell, our Director of Planned Giving, will walk through any of these options with you and your advisors — in confidence, with no obligation and no pressure.

Email Traci Russell
Traci Russell, Director of Planned Giving

Traci Russell

Director of Planned Giving

206.551.3438 · traci.russell@seattlecolleges.edu

© Copyright 2026 by Sharpe Group (most material). All Rights Reserved. Used by the Seattle Colleges Foundation under license.

The information here is educational and is not legal, tax or financial advice. Please consult your own attorney, accountant or financial advisor about how any gift would affect your particular situation.