Planned Giving

For Advisors

Sunday March 29, 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 that he touched...
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Washington News
In 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten guidelines to require IRS...
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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 was originally incorporated and recognized as exempt under Section 501(c)(7) of the Code. Its status was...
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Article of the Month
Real estate is an excellent asset to donate to charity. There are a number of planned giving strategies involving real...
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