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

Tuesday December 10, 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
Passwords Can Protect Data From Identity Thieves
Washington News
In IR-2019-196, the Service offered nine tips for password protection. With the growth of online shopping, millions of Americans are potentially exposed to online fraudsters. The first line of defense against online attacks is creating strong passwords. IRS Commissioner Chuck Rettig noted, “Taking a few simple steps to protect your passwords can help protect your money and your sensitive financial information from identity thieves, which is critically important as tax season approaches. Protecting your information makes it harder for an identity thief to file a fraudulent tax return in your name.” Cybersecurity experts continually update the strategies for passwords. Previously, they suggested complex passwords that were different for every online account. Because most individuals have accounts for financial services, social media, online shopping and other purposes, the number of complex passwords is too great. As a result, security experts now recommend longer phrases such as “SomethingYouCanRemember@30!”. These nine IRS tips help you protect your online accounts. Password Length – Passwords should be eight or more characters long. Combination – Use upper and lowercase letters, numbers and symbols in your password. Personal Information – Do not use your city, street or other personal information in a password. This information...
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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 (RIA) and...
More
Private Letter Ruling
Decedent died and was survived by Spouse. Decedent’s estate was not required to file an estate tax return per Sec. 6018(a). Decedent’s estate did not require use of the entire applicable...
More
Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Charitable gifts of noncash assets valued in excess...
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
Passwords Can Protect Data From Identity Thieves
Washington News

In IR-2019-196, the Service offered nine tips for password protection. With the growth of online shopping, millions of Americans are potentially exposed to online fraudsters. The first line of defense against online attacks is creating strong passwords. IRS Commissioner Chuck Rettig noted, “Taking a few simple steps to protect your passwords can help protect your money and your sensitive financial information from identity thieves, which is critically important as tax season approaches. Protecting your information makes it harder for an identity thief to file a fraudulent tax return in your name.” Cybersecurity experts continually update the strategies for passwords. Previously, they suggested complex passwords that were different for every online account. Because most individuals have accounts for financial services, social media, online shopping and other purposes, the number of complex passwords is too great. As a result, security experts now recommend longer phrases such as “SomethingYouCanRemember@30!”. These nine IRS tips help you protect your online accounts. Password Length – Passwords should be eight or more characters long. Combination – Use upper and lowercase letters, numbers and symbols in your password. Personal Information – Do not use your city, street or other personal information in a password. This information...

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 (RIA) and...

More
Private Letter Ruling

Decedent died and was survived by Spouse. Decedent’s estate was not required to file an estate tax return per Sec. 6018(a). Decedent’s estate did not require use of the entire applicable...

More
Article of the Month

The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Charitable gifts of noncash assets valued in excess...

More
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