Planned Giving

For Advisors

Sunday May 1, 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.
More
GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched...
More
Washington News
The IRS reports that there is “no significant change” in the tax gap. The tax gap is the shortfall in tax...
More
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...
View Presentation
Private Letter Ruling
Foundation is a private foundation exempt from federal income tax under the Code. Foundation proposes to operate a...
More
Article of the Month
Historically, the government has divided charities into two distinct camps: public charities and private foundations. In...
More
scriptsknown