Your planned gift will help us to connect people, resources and causes to produce a positive and sustainable change in the communities we serve for many years ahead
Enjoy significant tax savings while providing for a cause that's meaningful to you
Among other plans, you can give a future gift through your estate or an immediate gift that returns income

For Advisors

Friday November 16, 2018

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
GiftLaw Pro Charitable Tax Reference 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 Barbara Banker's LoBank Letter of Agreement Barbara Banker started with nothing. Barbara lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to... More	Private Letter Ruling Tax-Free Spousal IRA Rollover Permitted Taxpayer established a revocable living trust (Trust) on Date 1. Taxpayer is the sole trustee of Trust and reserves the sole right to amend or revoke Trust and distribute the corpus for her own... More
Washington News Increased Child Tax Credit for 2018 In IR-2018-217, the IRS reminded taxpayers of the benefit of the increased Child Tax Credit. The Tax Cuts and Jobs Act doubled the Child Tax Credit from $1,000 in 2017 to $2,000 in 2018. IRS... More	Article of the Month IRA Charitable Solutions – Part I In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of American households owned at least one type of... More