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.

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Washington News

Washington News

Social Security Benefits Increase by 2.8% in 2019

The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is

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Gift Options

Create Your Plan

Friday October 19, 2018

News

Washington News

Washington News

Social Security Benefits Increase by 2.8% in 2019

The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is

Find Out More ►

Friday October 19, 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...

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Case of the Week

Lucky Lucy Asks If "Northern Long Shot" Can Lobby?

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

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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...

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Private Letter Ruling

Rollover from Decedent's Retirement Plan Permitted

Decedent died and was survived by his wife (Taxpayer) and children. Decedent was a state employee and a participant in a state-maintained qualified retirement plan (the Plan) at the time of his

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Washington News

Washington News

Social Security Benefits Increase by 2.8% in 2019

The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is

Find Out More ►

Article of the Month

Recent Developments with Donor Advised Funds

Individuals concerned with tax planning often include charitable giving as an important element of their planning strategies. In addition to the satisfaction of knowing that they have contributed

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