Thursday June 17, 2021

For Advisors

Estate Planning Seminar
February 10th, 2022
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Charitable Tax Reference
GiftLaw Pro
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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IRS Approves Foundation's Scholarship Procedures
Private Letter Ruling
Foundation requests advance approval of its scholarship program procedures under Sec. 4945(g). Foundation's scholarship program is intended to provide access to formal education for post-high school...
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Rodeo Rider Sale and Unitrust
Case of the Week
Mac Swenson loved the great outdoors. He grew up in the Big Sky country of Montana. As soon as he could walk, Mac was on a pony. By his teen years, Mac was riding horses every day. On weekends, he...
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Charitable Tax Reference
Bequest Language
Our legal name, sample bequest language, and our tax ID number
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