Resources for Professional Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the George Washington University. Please use these tools as you help your clients with their charitable plans, and feel free to  contact us for more information or assistance.

Tools for Professional Advisors
Legal Name: the George Washington University
Tax ID Number: 53-0196584
Incorporated in: 1922 F Street NW, Washington, DC 20052

Gift Illustrator

Director, Gift and Estate Administration
If you are the personal representative of an estate, please contact Justine Van Wie, Director, Gift and Estate Administration, at justinev@gwu.edu or (202) 994-9525 for further assistance.

Forms
Sample Bequest Language
Bequest Information Form (PDF)
Stock Transfer Instructions (PDF)
IRS Form 8282, "Donee Information Return" (PDF)
IRS Form 8283, "Noncash Charitable Contributions" (PDF)
Instructions for Form 8283 (PDF)
IRS Publication 526, "Charitable Contributions" (PDF)
IRS Publication 561, "Determining the Value of Donated Property" (PDF)
Qualified Charitable Distribution Sample Letter
IRA Qualified Charitable Distributions

Partner With Us
We understand that gifts to charities such as GW can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff—all working together to arrange the best gift possible.

GW Network of Professional AdvisorsBe Part of GW’s Network of Professional Advisors

Here at the George Washington University, we recognize the important work performed by professional advisors in helping clients fulfill their personal and philanthropic dreams and goals. The George Washington University’s Network of Professional Advisors brings together estate planning attorneys, financial advisors, accountants, and other philanthropic advisors with GW ties.

As a member of GW’s Network of Professional Advisors, you can:

  • Establish and grow relationships with other professional advisors.
  • Be part of an online listing of GW-affiliated advisors, accessible to 300,000 alumni worldwide.
  • Join our events, where you will hear from top GW scholars, learn trends in philanthropy, and share ideas.

Interested in Joining?

Gifts to nonprofits such as GW can be an important part of your clients’ overall financial and estate plans. That’s why we are committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that involves the donor, professional advisors, and our gift planning staff, all working together to arrange the best gift possible.

If you are interested in learning more about GW’s Network of Professional Advisors, including information on joining, please contact Dean Regenovich, JD, LLM at dean.regenovich@gwu.edu or (202) 748-4532, or fill out this form to let us know.

Professional Advisors Contact Form

Please use this form to let us know if you'd like to be added to our Network of Professional Advisors.

First name is required
Last name is required
Please include an '@' in the email address
State is required

Looking to Connect with a Professional Advisor?

Find an Estate Planning Attorney, Financial Advisor, or CPA in your area, below.

Learn more about the GW Network of Professional Advisors, or request to be added to the online listing.