Planned Giving

Planned Giving

For Advisors

Saturday March 25, 2017

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 turned to gold. By far, Karl was most successful with real estate investments....
More
Washington News
In IR-2017-60 the IRS reminded taxpayers they can still fund an IRA for the 2016 tax year. Traditional IRA contributions are tax deductible and the IRA fund grows tax-free. Distributions are usually...
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
Entity A is a non-profit, tax-exempt organization under Sec. 501(a) which plans to construct, own and operate a community cultural center (the Center). The Center will contain a museum, an archive and...
More
Article of the Month
Under Sec. 501(c)(3), tax-exempt organizations must operate primarily for exempt purposes. Sec. 1.501(c)(3)-1(c)(1). This standard is known as the operational test and is designed to ensure that...
More
scriptsknown