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Sunday May 24, 2015

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.
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Information

For more information about
Planned Gifts, please contact
Amy Walling, Assistant Vice President
619-594-0286
Fed Tax ID: 33-0868418
Legacy Gift Form
Legacy Gift Form
Plan Your Will
Planned Gift Calculator
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