Planned Giving

For Advisors

Saturday July 30, 2016

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
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in...
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Washington News
In Announcement 2016-25; 2016-31 IRB 1, the IRS announced that it will exclude most payments to residents affected by...
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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
A private foundation (“Foundation”) requested advanced approval of a set-aside account to fund the...
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Article of the Month
The Federal Reserve reports there are over $4 trillion in IRAs and $15 trillion in qualified plans. IRA owners have the...
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