Maximize your philanthropic goals

Make a difference in people's lives and always be remembered for your contribution
Benefit yourself, your family and the community with your gift
Help the community foundation fulfill its mission for many years and generations to come

About Bequests

You may be looking for a way to make a significant gift. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support the community.
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Thursday June 18, 2026

Bills / Cases / IRS

Gift Tax 15% Minority Interest and 25% Marketability Discounts Allowed

For full Case click here.

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Rev. Proc. 2003-60; 2003-31 IRB 274

Rev. Proc. 2003-59; 2003-31 IRB 268

Rev. Proc. 2003-58; 2003-31 IRB 262

Rev. Proc. 2003-57; 2003-31 IRB 257

Rev. Proc. 2003-56; 2003-31 IRB 249

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Resources for Professional Advisors

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

Maximize your philanthropic goals

Thursday June 18, 2026

Bills / Cases / IRS

Gift Tax 15% Minority Interest and 25% Marketability Discounts Allowed

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