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Tuesday October 13, 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.


Our advisor eNewsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.


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