Planned Giving

For Advisors

Friday November 21, 2014

Advisor Resources
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home occupies three magnificent...
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Washington News
As the House and Senate return for the November lame-duck session, both leadership elections and tax extenders are on...
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Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Private Letter Ruling
In Year 1, Attorney 1 drafted and Grantor funded GRAT 1 and GRAT 2. GRATs 1 and 2 were established to pay out to...
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Article of the Month
Section 501(c)(3) of the Internal Revenue Code exempts qualified organizations from federal income tax. In order for the...
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