Your contribution,
our future

Planned Giving

  • Support a cause that's important to you with a charitable gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift

For Advisors

Saturday February 24, 2024

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.
more
The Internal Revenue Service (IRS) 2024 filing season is now in full swing. The IRS encourages taxpayers to use online tools and learn about the "free help" available on IRS.gov. IRS Commissioner Danny Werfel stated, "We have worked hard to provide better taxpayer service for people this filing season with more options to reach the IRS in convenient ways. We want taxpayers to have access to the help they need around the clock. IRS.gov's expanded tools and information make that easier for taxpayers, especially during this peak period for IRS phone lines around Presidents Day." The IRS reports approximately 98% of taxpayers will file electronically this year. The IRS encourages everyone to file...
more
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
more
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...
View Presentation
Case of the Week
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl's passion was real estate and he was very successful in his...
more
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and operated to participate in cook-offs for the purpose of raising funds to support children's...
more
Article of the Month
Many individuals own life insurance at some point in their lives. Life insurance policies provide long-term financial protection to loved ones in the event of an unexpected death. Depending on the...
more
scriptsknown