Planned Giving
Thursday February 2, 2023
For Advisors

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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...MORE

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Lucky Lucy Lindstrom's "Personal Loan" Charity
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began...MORE
Foundation's Scholarship Procedures Approved
Foundation requested advance approval of its scholarship and educational grant procedures under Sec. 4945(g)(1) and Sec. 4945(g)(3), respectively. Foundation plans to operate a scholarship program for...MORE

IRS Reminder To Report Digital Asset Income
In IR-2023-12 the Internal Revenue Service (IRS) reminded taxpayers to report all digital asset income on their 2022 income tax...MORE
Unitrust IV - Students, Cash and Homes
Charitable solutions can create a steady stream of payments for a donor or family member. Professional advisors may provide guidance on retirement planning, investments, tax strategies and charitable...MORE