Planned Giving

For Advisors

Wednesday September 23, 2020

Advisor Resources
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.
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Washington News
8.8 Million Unclaimed Stimulus Payments
On September 17, 2020, the IRS published IR–2020–214 and explained the state–by–state breakdown of approximately 8.8 million people who have not yet received an Economic Impact Payment. The IRS is mailing letters in English and Spanish to all of these individuals. It urges recipients to go to IRS.gov before October 15, 2020 and use the "Non–Filers: Enter Payment Info Here" tool to register for an Economic Impact Payment. IRS Commissioner Chuck Rettig stated, "The IRS continues to work hard to reach people eligible for these payments. These mailings are the latest step by the IRS to reach as many people as possible for these important payments. We are releasing this...
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GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments. It...
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Private Letter Ruling
Lead Trust is a testamentary charitable lead unitrust. The income interest is distributed each year to a charitable organization and the remainder interest will benefit descendants of Decedent....
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Article of the Month
In order to qualify as a charity under IRS Code Sec. 501(c)(3) and obtain or maintain tax-exempt status, a non-profit organization must serve a "charitable class." In the wake of natural and man-made...
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