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
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.