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.

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GiftLaw Pro

Charitable Tax Reference

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

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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...

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Case of the Week

Exit Strategies for Real Estate Investors, Part 16

Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his...

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Private Letter Ruling

Foundation's Set-Aside Approved

Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Foundation requested approval to set aside funds to restore a historic property that is listed on the National...

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Washington News

IRS and Security Summit Launch New Anti-Fraud Framework

The Internal Revenue Service (IRS) and Security Summit partners recently announced a significant restructuring of their long-standing public-private partnership. The Security Summit brings together...

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Article of the Month

Testamentary Gift Annuities, Part 1

Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes...

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