Planned Gifts

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Gifts Team will be very pleased to help you.

Contact Us

Washington News

Washington News

Large Tax Refund in 2017 - Check your Withholding

In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven

Find Out More ►

Gift Options

Create Your Plan

Tuesday August 21, 2018

News

Washington News

Washington News

Large Tax Refund in 2017 - Check your Withholding

In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven

Find Out More ►

Tuesday August 21, 2018

For Advisors

Charitable Tax Reference

Charitable Tax Reference

GiftLaw Pro

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

Find Out More ►

Case of the Week

Lucky Lucy Lindstrom's "Cousins' Scholarship" Plan

Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor

Find Out 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...

Find Out More ►

Private Letter Ruling

QTIP Election Extension Granted

Decedent passed away leaving Surviving Spouse. Decedent's residuary estate passed to Trust, including various assets and an IRA, with Surviving Spouse as beneficiary. Trust's provisions stated the

Find Out More ►

Washington News

Washington News

Large Tax Refund in 2017 - Check your Withholding

In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven

Find Out More ►

Article of the Month

Charitable Gifts of Commercial Annuities and Savings Bonds

Savings bonds and commercial annuities are considered by many to be very safe investments for individuals. Investors enjoy the guaranteed return these assets offer. Many individuals are concerned that

Find Out More ►