Planned Giving

Planned Giving

For Advisors

Thursday October 28, 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
Bill and Clara Swenson consider themselves very fortunate. Bill attended high school and State College in Northern Minnesota. After he received a business degree, Bill moved back home and started a...
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Washington News
The IRS announced this week it is continuing to develop web "bots" and using new computer tools to help alleviate the shortage of staff to answer taxpayer phone calls. Darren Guillot, the...
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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
A vintage car racing club (Organization) requested recognition of exemption under Section 501(c)(3). Organization's stated purpose is to foster national or international sports competition....
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Article of the Month
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A beneficiary designation is...
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