Planned Giving

Tuesday January 22, 2019

For Advisors

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. Advisor Resources
Achieving your client's estate planning goals together

Achieving your client's estate planning goals together

The needs and wants of your clients can make tax and estate planning complicated, and we're here to help. With the charitable tools the foundation offers, your client can have a simple solution to make the impact they want and get the best possible financial outcomes.
Charitable Tax Reference

Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
Deduction Calculator

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
scriptsknown