Gift Law

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.
Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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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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Washington News
The IRS has announced its Free File program is available for individuals who have extended their tax filing date until October 15, 2021. Many individuals have not received...
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Case of the Week
Several years ago, Martha and Frank built a very unique home on 45 acres of beautiful rolling hills and woods. Frank passed away three years ago, and Martha now solely owns...
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Private Letter Ruling
Foundation requests advance approval of its educational grant procedure under Sec. 4945(g). Foundation will operate a scholarship program for post-secondary education....
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Article of the Month
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A...
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