For Advisors

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We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professionals. The GiftLaw services are made available to all advisors at no cost. We are happy to assist you in providing clients with clear and understandable gift illustrations.
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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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Our advisor eNewsletter features the latest news from Washington, tax law updates, PLRs, case studies and timely articles. It is available to you at no cost or obligation.
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Washington News
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement (CERCA). He called the 2017 filing season "the smoothest...
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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...
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Private Letter Ruling
Foundation is a private foundation created by Founder and his wife. Disqualified Person is Founder's granddaughter who created Intermediary, a public charity; she is a...
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Article of the Month
INTRODUCTION The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current...
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