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For Advisors

Friday July 19, 2019

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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Summertime IRS Tax Tips
Washington News
In IR-2019-124, the Service offers helpful tax tips for the summer. During this season, many Americans will get married, buy a home, take a summer job or volunteer and make gifts to a favorite charity. With all these summertime events, you may benefit from understanding the potential tax planning options. Just Married - When you marry, you may take a new name or address. You should contact the Social Security Administration to change your name and ensure proper credit for future retirement benefits. Your address change should be reported to the U.S. Post Office, your employer and the IRS. Children in Day Camp - While overnight camps do not qualify for the Child and Dependent Care Credit, IRS Publication 503,...
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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
Decedent's will provided for bequests of cash to her grandsons, creating direct generation skipping gifts. The will required the distribution of the residuary of the estate to two trusts, Trust 1 and...
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Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...
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Our Mission

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Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

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About Bequests

You may be looking for a way to make a significant gift to help further our mission. A Bequest is a gift made through your Will or Trust. It is one of the most popular and flexible ways that you can support our cause.

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Gift Options

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

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