Professional Advisor Tools

Professional Advisor Tools

Planned Giving Calculator and Illustrations
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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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Brandon loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's 18th birthday. It is painted bright red and is two tons of metal, muscle and noise. Indeed, many...
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Private Letter Ruling
Taxpayer and Spouse created a charitable remainder annuity trust under Sec. 664(d)(1). Taxpayer and Spouse are the annuity beneficiaries of the trust and Taxpayer is the trustee. Foundation, a private...
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Washington News
IRS Commissioner Charles Rettig testified before the House Ways and Means Oversight Subcommittee on November 20, 2020. He reported that the IRS is on schedule for the upcoming tax season. Rettig was...
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Article of the Month
For many donors, the most significant part of their net worth is real estate. Thus, donors regularly make real estate charitable gifts. As a general rule, many charities prefer gifts of cash, stocks...
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Questions for Helping Your Clients Get Started
If you aren't sure what your client thinks about charitable giving, use these questions to start the conversation.
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