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Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

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Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

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What to Give

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.

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How to Give

Learn how to make a gift that provides tax benefits and even life income.

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Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.

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News

Personal Planner

Domicile - Where You Live Affects Your Taxes
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved...

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Savvy Living

The Most and Least Popular Ages to Claim Social Security
How much does your claiming age affect your Social Security benefits, and what are the most popular...

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Finance News

Wells Fargo Rides Strong Earnings

Treasury Yields Uncharacteristically Decline

Mortgage Rates Dip

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Washington News

Economic Impact Payments for Individuals Experiencing Homelessness
In IR–2021–87, the Internal Revenue Service (IRS) urged advisers and organizations to...

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For Advisors

Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends.

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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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Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format.

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Case of the Week

Gifts from IRAs, Part 5
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood,...

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Private Letter Ruling

Foundation's Scholarships Not Taxable
Foundation requests advance approval of its educational grant procedures under Sec. 4945(g).....

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Article of the Month

2021 Charitable Contribution Opportunities
In early 2020, the economy saw a sharp decline as the coronavirus began to spread throughout the...

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Washington News

Economic Impact Payments for Individuals Experiencing Homelessness
In IR–2021–87, the Internal Revenue Service (IRS) urged advisers and organizations to...

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