Gift Planning

Saturday November 22, 2014

For Advisors

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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Living on the Edge, Part 2
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home...
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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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Trust Reformed Due to Scrivener’s Error
In Year 1, Attorney 1 drafted and Grantor funded GRAT 1 and GRAT 2. GRATs 1 and 2 were established...
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IRA Rollover and Tax Extenders Debate
As the House and Senate return for the November lame-duck session, both leadership elections and...
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Applying for Tax-Exempt Status Under Sec. 501(c)(3)
Section 501(c)(3) of the Internal Revenue Code exempts qualified organizations from federal income...
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Ongoing Projects