Planned Giving

Planned Giving
Tuesday September 19, 2017

For Advisors

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. Advisor Resources

Charitable Tax Reference

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

Deduction Calculator

Deduction Calculator The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.

Advisor News

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The New Estate Plan:
Modern Solutions for Modern Families
Thursday, April 21, 2016
at 9:00AM EST

Presented by
Martin S. Finn, JD, CPA, LL.M.
Sponsored by
SUNY Gift Planning Group
Learn More

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