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
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 firstname.lastname@example.org or (202) 994-9525 for further assistance.
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.
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:
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 Courtney Tsai, JD, CAP® at email@example.com or 877-498-7590, or fill out this form to let us know.
Find an Estate Planning Attorney, Financial Advisor, or CPA in your area, below.
|Name||City||State||Type of Professional Advisor||Job Title||Company|
|John Dedon, Esq.||Fairfax||VA||Estate Planning Attorney||Of Counsel||Cameron/McEvoy, PLLCfirstname.lastname@example.org|
|Jason Blank||Fort Lauderdale||FL||Estate Planning Attorney||Partner||Haber Blank, LLPemail@example.com|
|Reynolds T. Cafferata||Los Angeles||CA||Estate Planning Attorney||Partner||Rodriguez, Horii, Choi & Cafferata, LLPfirstname.lastname@example.org|
|Laura V. Farthing Berthiaume||Rockville||MD||Estate Planning Attorney||Partner||Farthing & Farthing PCemail@example.com|
|John M. Lynham Jr.||Washington||DC||Estate Planning Attorney||Of Counsel||Foley & Lardner LLPfirstname.lastname@example.org|
|Elizabeth Victoria Noël, Esq.||Silver Spring||MD||Estate Planning Attorney||Attorney, Associate Broker||Noël Law Firm LLCemail@example.com|
|Mil Parekh, CFP®, CPWA®||McLean||VA||Financial Advisor||Senior Vice President
Portfolio Management Director
Family Wealth Advisor
|The BMP Group at Morgan Stanleyfirstname.lastname@example.org|
|Michael P. Egan, CFP®||Vienna||VA||Financial Advisor||Financial Planner
|Egan, Berger & Weiner, LLCemail@example.com|
|Ellen Tillman CLU®, CHFC®, MBA||Bethesda||MD||Financial Advisor||Financial Advisor||Ellen Tillman & Companyfirstname.lastname@example.org|
|Roy A. Schoenfeld, CRPC®||Manalapan||NJ||Financial Advisor||Private Wealth Advisor
Investment Advisor Representative
|Lincoln Financial Advisors||Roy.Schoenfeld@lfg.com|
|W. Thomas Curtis, EA, CFP™||Gaithersburg||MD||Financial Advisor||Tax Partner||FSP & Associates, LLC||Tom.email@example.com|
|Brandon Hines||Washington||DC||Financial Advisor||Financial Advisor
First Vice President
|The Monument Group at Wells Fargo Advisorsfirstname.lastname@example.org|
|Candace G. Kaplan, CFP®, RHU, ChFC®||Rockville||MD||Financial Advisor||Founder and Senior Partner||Kaplan Financial Group, LLC | Kaplan Benefits Group, LLCemail@example.com|
|Marc Q. Broderick||McLean||VA||Financial Advisor||Senior Vice President
Private Client Advisor
|Bank of America Private Bank||Marc.firstname.lastname@example.org|
|Brett J. Ciarelli||West Conshohocken||PA||Financial Advisor||Executive Financial Services Director
Senior Vice President
Private Wealth Advisor
|Morgan Stanley Private Wealth Management||Brett.Ciarelli@morganstanleypwm.com|
|Val Volkau||Washington||DC||Financial Advisor||Wealth Management Advisor||TIAA | Individual Advisory Servicesemail@example.com|
|Scott Justin Borow, AWMA®||Garden City||NY||Financial Advisor||Wealth Management Advisor||Northwestern Mutualfirstname.lastname@example.org|
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
A charitable bequest is one or two sentences in your will or living trust that leave to the George Washington University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan
"I give to the George Washington University, a nonprofit corporation currently located at 1922 F Street NW, Washington, DC 20052, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
able to be changed or cancelled
A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.
cannot be changed or cancelled
tax on gifts generally paid by the person making the gift rather than the recipient
the original value of an asset, such as stock, before its appreciation or depreciation
the growth in value of an asset like stock or real estate since the original purchase
the price a willing buyer and willing seller can agree on
The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid
a written and properly witnessed legal change to a will
the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will
A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to GW or other charities. You cannot direct the gifts.
An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.
Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.
Securities, real estate, or any other property having a fair market value greater than its original purchase price.
Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property, or undeveloped land.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to GW as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to GW as a lump sum.
A beneficiary designation clearly identifies how specific assets will be distributed after your death.
A charitable gift annuity involves a simple contract between you and GW where you agree to make a gift to GW and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.