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

IRS Warns of Scam Targeting Tax Professionals

On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports

Find Out More ►

Gift Options

Create Your Plan

Saturday January 20, 2018

News

Washington News

Washington News

IRS Warns of Scam Targeting Tax Professionals

On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports

Find Out More ►

Saturday January 20, 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

Barbara Banker's LoBank Letter of Agreement

Barbara Banker started with nothing. She did not own a bank, nor did she have anything to place in the bank. Barbara lived in a midsized town and worked in the local hardware store where the store

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

IRS Revoked Community Service Organizations Exemption

Organization was granted tax-exempt status under Sec. 501(c)(3). The founding purpose of Organization was to serve low-income and minority populations through community service, civic engagement and

Find Out More ►

Washington News

Washington News

IRS Warns of Scam Targeting Tax Professionals

On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports

Find Out More ►

Article of the Month

Tax Cuts and Jobs Act

On December 22, 2017, the Tax Cuts and Jobs Act (TCJA) was enacted. The White House and Congress had three goals. First, they wanted to simplify the code by doubling the standard deduction. This would

Find Out More ►