PlannedGiving

Maximize Your Philanthropic Goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and our cause with your planned gift
  • Help us fulfill our mission for many years and generations to come

PlannedGiving

Maximize Your Philanthropic Goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and our cause with your planned gift
  • Help us fulfill our mission for many years and generations to come
Planned Giving

For Advisors

Wednesday October 23, 2019

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.
More
National Work and Family Month - Military Family Benefits
Washington News
In 2003, the U.S. Senate passed a resolution establishing October as National Work and Family Month. In support of military families, the IRS published IR-2019-169 to explain the tax benefits created specifically for military families. Additional information is available in IRS Publication 3, Armed Forces’ Tax Guide. Combat Pay Exclusion – If you are an enlisted member, warrant officer or commissioned warrant officer, you can generally exclude active duty pay while in a combat zone. If you are a commissioned officer, you may exclude part of your combat pay. A combat zone is designated by the President or by Congress. Some active duty military may elect to include nontaxable combat pay as earned income to qualify for the Earned Income Tax Credit. Tax Deadline Extensions – Members of the Armed Forces serving in a combat zone may generally delay both filing and payment of tax until 180 days (plus designated filing day periods) after departing that zone. These deadline extensions may also apply to members serving in a Department of Defense designated contingency area. Overnight Travel Expenses for Reserve or National Guard Duty – Members serving in Reserve or National Guard units who travel over 100 miles for duty and remain overnight may deduct unreimbursed travel expenses. Moving Expenses – While the Tax Cuts and Jobs Act repealed most moving...
More
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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...
View Presentation
Case of the Week
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 and began...
More
Private Letter Ruling
Organization requested exempt status under Sec. 501(c)(3) by submitting Form 1023-EZ. Organization’s organizing document limits its purposes to one or more exempt purposes under Sec. 501(c)(3)....
More
Article of the Month
Author: A. Charles Schultz, JD, AEP® "It is tough to make predictions, especially about the future."        Yogi Berra, Baseball Coach and Philosopher As we...
More
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.

More
National Work and Family Month - Military Family Benefits
Washington News

In 2003, the U.S. Senate passed a resolution establishing October as National Work and Family Month. In support of military families, the IRS published IR-2019-169 to explain the tax benefits created specifically for military families. Additional information is available in IRS Publication 3, Armed Forces’ Tax Guide. Combat Pay Exclusion – If you are an enlisted member, warrant officer or commissioned warrant officer, you can generally exclude active duty pay while in a combat zone. If you are a commissioned officer, you may exclude part of your combat pay. A combat zone is designated by the President or by Congress. Some active duty military may elect to include nontaxable combat pay as earned income to qualify for the Earned Income Tax Credit. Tax Deadline Extensions – Members of the Armed Forces serving in a combat zone may generally delay both filing and payment of tax until 180 days (plus designated filing day periods) after departing that zone. These deadline extensions may also apply to members serving in a Department of Defense designated contingency area. Overnight Travel Expenses for Reserve or National Guard Duty – Members serving in Reserve or National Guard units who travel over 100 miles for duty and remain overnight may deduct unreimbursed travel expenses. Moving Expenses – While the Tax Cuts and Jobs Act repealed most moving...

More
Charitable Tax Reference
GiftLaw Pro

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...

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...

More
Case of the Week

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 and began...

More
Private Letter Ruling

Organization requested exempt status under Sec. 501(c)(3) by submitting Form 1023-EZ. Organization’s organizing document limits its purposes to one or more exempt purposes under Sec. 501(c)(3)....

More
Article of the Month

Author: A. Charles Schultz, JD, AEP® "It is tough to make predictions, especially about the future."        Yogi Berra, Baseball Coach and Philosopher As we...

More
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