Planned Giving

For Advisors

Monday August 29, 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
IRS agents regularly meet with taxpayers for audits and tax enforcement actions. While IRS agents are not normally...
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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
Organization is a tax exempt organization under Sec. 501(c)(3) organized for the purpose of preserving and protecting...
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Article of the Month
Introduction Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred...
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