Planned Giving

For Advisors

Wednesday January 28, 2015

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
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea he touched turned...
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Washington News
In the State of the Union Address on January 20, President Obama outlined several White House proposed tax reforms for...
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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
ORG is an educational institution under Sec. 501(c)(3). ORG implemented Program A, an online educational program. ORG...
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Article of the Month
With the start of the New Year, it is an excellent time for gift planners, advisors and donors to consider tax planning...
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