Planned Giving

For Advisors

Saturday February 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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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
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Private Letter Ruling
Org was formed as a Sec. 501(c)(3) organization for the purpose of supporting other organizations conducting charitable activities by collecting donations online on their behalf. Org's sole activity...
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Washington News
In IR-2015-31, the IRS warned tax preparers to be on guard for “bogus emails.” IRS Commissioner John Koskinen stated, “I urge taxpayers to be wary of clicking on strange emails and...
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Article of the Month
Charitable gifts of real estate can be a great way for a client to avoid capital gains taxes, generate an income tax deduction and achieve personal objectives such as leaving a legacy by making a...
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