Advisors

As a trusted advisor, your clients come to you for professional guidance. They trust you to look out for their best interest and to educate them about all of the planning options available to them. Our goal is to help you effectively explain and structure planned giving options for your clients with charitable intents.

• Planned Gifts Calculator
  Planned Gifts Calculator
  View a presentation that shows the benefits of a planned gift based on your property and goals.
  View Presentation
• What to Give
  What to Give
  Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
  More
• How to Give
  How to Give
  Learn how to make a gift that provides tax benefits and even life income.
  More
• Charitable Tax Reference
  Charitable Tax Reference
  GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website....
  More
• Private Letter Ruling
  Private Letter Ruling
  Portability Election Extension Granted
  Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form 706. Estate represents there was an unused portion of... More
• Contact Us
  Contact Us
  View a presentation that shows the benefits of a planned gift based on your property and goals.
  Contact Us