Planned Giving

For Advisors

Sunday April 19, 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 helping the unemployed get jobs. Org’s founder and president is also a licensed counselor offering counseling on a wide-range...
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Washington News
Each year President Obama and Vice President Biden publish their tax returns. For 2014 President and Mrs. Obama paid $93,362 in federal tax on total income of $477,383. The tax rate is...
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Article of the Month
Gifts of tangible property typically fall into one of two categories: real property and tangible personal property (TPP). In most cases, the determination as to whether a gift of property is real...
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