Planned Giving Menu

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. LEARN MORE

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. LEARN MORE

ESTATE PLANNING GUIDE

Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your favorite causes. LEARN MORE

For Advisors

Thursday April 18, 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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Last-Minute Tax Filing Help
Washington News
In IR-2019-67, the Service urged taxpayers to use www.irs.gov for last-minute tax assistance. Tax-filing day is April 15, 2019 (or April 17 for Maine and Massachusetts due to holidays). The IRS offers five filing tips for last-minute taxpayers. View Your Account Information — You can go online and log in to your IRS account. On that account, you can view your amount owed, pay online and even set up your online payment agreement. Go to IRS.gov/SecureAccess to view the authentication methods. IRS YouTube — The IRS has extensive videos that explain how to file for an extension, how to avoid common filing errors and the different tax payment options. IRS videos have been viewed over 16 million times...
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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. It...
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Private Letter Ruling
Organization was organized exclusively for charitable, scientific and educational purposes under Sec. 501(c)(3). Organization is a cooperative consortium of practitioners, artists and educators,...
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Article of the Month
Prior to 2018, tax-exempt nonprofit organizations were able to provide employee parking without incurring taxation. The Tax Cuts and Jobs Act (TCJA) changed the landscape of American tax law in a...
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