Utah State University

Planned Giving

Tuesday November 30, 2021

For Advisors

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.
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Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator 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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George's "UT to Green Gift Annuity" Conversion
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His work ethic was quickly recognized by...
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Extension for Portability Election Granted
Decedent passed away and was survived by Spouse. Decedent's estate (Estate) was not required to file a Form 706 U.S. Estate Tax Return under Sec. 6018(a). Estate represents that there was an unused...
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Washington News - National Tax Security Awareness Week
National Tax Security Awareness Week
On November 19, 2021, the Internal Revenue Service announced that National Tax Security Awareness Week will take place from...
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Giving Now and Later: An Overview of Current and Future Donor Advised Fund Rules
Donor advised funds have been around for almost a century. The first donor advised fund (DAF) emerged in the early 1930s. DAFs became more popular and commercialized in the 1990's with the creation of...
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