Planned Giving

Planned Giving

For Advisors

Thursday July 29, 2021

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
Peter and Sue Olson were raised in the great North Country. After college, they were married and Peter accepted a position with one of the nation's largest discount stores. He rose through the ranks...
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Washington News
On July 21, the Internal Revenue Service announced it sent out an additional 2.2 million Economic Impact Payments. With the additional payments, the American Rescue Plan has now distributed 171...
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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 requested advance approval of its educational grants. The grant program will make grants to universities and nonprofits to develop and support new and existing youth education programs...
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Article of the Month
The popularity of digital assets has grown exponentially over the last decade. Unsurprisingly, the value of many cryptocurrencies has followed suit, gaining enormous market capitalization over a...
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