Utah State University

Planned Giving

Friday June 18, 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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Rodeo Rider Sale and Unitrust
Mac Swenson loved the great outdoors. He grew up in the Big Sky country of Montana. As soon as he could walk, Mac was on a pony. By his teen years, Mac was riding horses every day. On weekends, he...
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IRS Approves Foundation's Scholarship Procedures
Foundation requests advance approval of its scholarship program procedures under Sec. 4945(g). Foundation's scholarship program is intended to provide access to formal education for post-high school...
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Washington News - IRS Will Send Child Tax Credit Letters to 36 Million Families
IRS Will Send Child Tax Credit Letters to 36 Million Families
On June 7, 2021, the IRS published a notice that it plans to send letters to 36 million American families who may be eligible for...
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Charitable Gifts of Cryptocurrency, Part II
Introduction The popularity of digital assets has grown exponentially over the last decade. Unsurprisingly, the value of many cryptocurrencies has followed suit, gaining enormous market...
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