Planned Giving

For Advisors

Friday August 18, 2017

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.
More
Sen. Hatch and Rep. Neal Discuss Tax Reform
Washington News
While millions of Americans are on holiday during August, tax committees in Washington are busy drafting a tax reform bill. Senate Finance Committee Chairman Orrin Hatch (R-UT) was interviewed by national media on August 6. He was asked about the White House proposal to reduce rates to 10%, 25%, and 35%. Hatch responded, "If we could get to those rates, that would be miraculous, and it would be very beneficial for the country." Hatch then went on to describe a number of obstacles to lowering rates. "Looking at what we have going on in Congress right now—all the difficulties and catfights across the board and the slowdown of everything by the Democrats, the desire not even to let legislation...
More
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
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...
View Presentation
Case of the Week
Stacy Powers, is 40 years old and has led an interesting life. She was the only child of a successful couple. After both started careers, they decided to have a child. During the middle years of...
More
Private Letter Ruling
Charity is a tax-exempt nonprofit corporation under Sec. 501(c)(3) and is a public charity under Sec. 509(a)(1) and 170(b)(1)(A)(vi). Charity promotes individual mental, moral, intellectual, artistic...
More
Article of the Month
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 current...
More
scriptsknown