Planned Giving

Donor Stories

Monday June 26, 2017

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 is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Exit Strategies for Real Estate Investors, Part 15
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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Extension Granted to Make Portability Election
Decedent died on Date 1, survived by Spouse. In order for Spouse to benefit from Decedent's deceased spouse unused exemption (DSUE), Decedent's estate was required to file Form 706 within nine months...
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Washington News On June 21 IRS Commissioner John Koskinen spoke at the IRS Tax Policy Center Joint Research Conference in Washington. He explained that as IRS Commissioner, he is regularly asked his opinion about tax reform. Koskinen stated, "I have had people asking me whether the IRS might resist significant tax simplification, and actually the opposite is true. No one would be more delighted with a more simplified tax code than IRS employees. There are many significant benefits on the administrative side if the code itself were simplified as much as possible . . . making life easier for taxpayers, and it is a message we are
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Blended Gifts — Part II
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of...
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