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Saturday January 28, 2023

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. The following information has been prepared by a third-party vendor and is subject to the disclaimer included below. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Sample Bequest Language

Sample Bequest Language

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.

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