Planned Giving

Donor Stories

Sunday May 27, 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.
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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 turn to gold. By far, Karl was most successful with real estate investments. It...
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Foundation's Grants Approved
Foundation requested advanced approval of its educational grant procedure. The scholarship grant program will be available to scientists, authors and researchers for the development of projects...
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Washington News In IR-2018-124, the Service offered a "Paycheck Checkup" for families with two incomes. The IRS Withholding Calculator on www.IRS.gov helps couples with two or more sources of income to adjust their withholding amounts. Many two-income families will be able to change or reduce withholding due to the passage of the Tax Cuts and Jobs Act (TCJA). The TCJA increased the standard deduction to $24,000 for couples. It also eliminated personal exemptions, increased the Child Tax Credit and changed both the tax rates and brackets. If you and your spouse have two or more sources of income, you could be
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Overview of Life Income Gifts — Part II
Many clients seek guidance from professional advisors regarding retirement, investments, tax planning and charitable giving. These clients are often concerned with maintaining their standard of living...
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