Planned Giving

Donor Stories

Sunday September 23, 2018

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.
Read More
Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
Read More
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...
Read More
Lucky Lucy Lindstrom's "Hurricane Grants" Charity
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
MORE
Employer-Related Scholarships Awards Not Taxable
A private foundation ("Foundation") requested advanced approval of its employer-related scholarship grant procedures. Foundation, a tax-exempt organization, plans to operate an...
MORE
Washington News In NC-2018-03, the IRS delayed tax deadlines for victims of Hurricane Florence. As the flood waters continue to devastate the eastern parts of North Carolina, thousands of taxpayers have not yet returned to their homes or businesses. The IRS relief grants extra time to comply with individual and business tax deadlines. The president declared most of North Carolina to be a federal disaster zone. Residents of Beaufort, Brunswick, Carteret, Craven, New Hanover, Onslow, Pamlico and Pender Counties qualify for Federal Emergency Management Agency (FEMA) assistance and services. Some individuals and business owners
Read More
Crowdfunding — Issues for Advisors to Consider
In the wake of natural disasters, national tragedies and medical misfortunes, donation-based crowdfunding campaigns seek to raise funds to help those in need. Online crowdfunding platforms make it...
MORE
scriptsknown
Our Mission
Plan Your Will
Request a Wills Guide
Sign up for eNewsletter
Mount Hermon
Association

P.O. Box 413
Mount Hermon, CA 95041
Telephone: 831-430-1237
Fax: 831-335-9218
Office hours: Mon.-Fri.,
8:00 am - 5:00 pm