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Gift Planning Considerations under the new SECURE Act and CARES Act
click here to read more >Gift Planning Considerations under the new SECURE Act and CARES Act
For Advisors
Friday October 15, 2021
Legacy Partners
Legacy Partners aims to elevate philanthropy- to inspire a new community of civic-minded advisors who promote charitable giving strategies as a way to serve clients. A client's charitable interests and intentions are an important consideration in developing his or her financial plan and allocation of family resources. A strategic charitable strategy can help your client reduce taxes and maximize benefits from assets, while also creating his or her philanthropic legacy... More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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 |
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Case of the Week
Several years ago, Martha and Frank built a very unique home on 45 acres of beautiful rolling hills and woods. Frank passed away three years ago, and Martha now solely owns the 45-acre parcel and...More |
Private Letter Ruling
Foundation requests advance approval of its educational grant procedure under Sec. 4945(g). Foundation will operate a scholarship program for post-secondary education. Scholarships will be awarded to...More |
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Washington News
The IRS has announced its Free File program is available for individuals who have extended their tax filing date until October 15, 2021. Many individuals have not received their full Economic Impact...More |
Article of the Month
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A beneficiary designation is...More |
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