Skip to Main Content
Back to Main Website

Your act of
generosity,

Our Longevity

With gift planning, you can provide long-lasting support for our organization while enjoying financial benefits for yourself.

Learn More

Giving Home > Professional Advisor Resources

Professional Advisor Resources

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.

GiftLaw Pro (Charitable Tax Reference)

Our charitable tax reference service features detailed information on gift and estate planning strategies. It includes links to relevant Internal Revenue code sections, regulations, rulings, cases and more.

Calculate Your Deduction

Our calculators generate printable presentations for your deductions and are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.

Case of the Week

Lucy Lindstrom Asks if Private Foundations Can Lobby

December 27, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...

Lucy Lindstrom's "Northern Long Shot" Charity Diversifies

December 20, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...

Lucy Lindstrom's "Northern Long Shot" Foundation

December 13, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...

 All Cases of the Week

Washington News

2025 Tax Filing Season Coming Soon

December 27, 2024
The Internal Revenue Service (IRS) reminds taxpayers that the 2025 filing season is rapidly approaching. The IRS is attempting to...

Business, Medical and Charitable Mileage Rates in 2025

December 20, 2024
On December 19, 2024, the Internal Revenue Service (IRS) published the standard mileage rates for 2025. The business use rate...

Strong Passwords Can Protect Data from Identity Thieves

December 13, 2024
The holiday season is a prime time for identity thieves to target victims. With the growth of online shopping, millions...

 All Washington News

Article of the Month


...


...


...

 All Articles of the Month

Private Letter Rulings

LLC Activities Qualify as Charitable and Educational Under 501(c)(3)

December 27, 2024
Taxpayer is a nonprofit corporation (Taxpayer) under section 501(c)(3) and classified as a public charity under sections 509(a)(1) and 170(b)(1)(A)(vi)...

Amendment to CRUT Terms is Approved

December 20, 2024
A and B executed a trust (Trust) that intended to qualify as a charitable remainder unitrust under Sec. 664(d)(2). The...

Extension for Portability Election Granted

December 13, 2024
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form...

 All Private Letter Rulings