Utah State University

Planned Giving

Thursday December 5, 2019

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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Lucky Lucy Lindstrom's "Northern Long Shot" Charity Diversifies
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 (RIA) and...
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Exempt Status Denied for Business League
Organization applied for tax exempt status under Sec. 501(c)(6) as a business league. In its articles of incorporation, Organization stated that it was formed for the purpose of business and...
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Washington News - Year-End Preparation for Taxes
Year-End Preparation for Taxes
In IR-2019-191, the IRS offered suggestions on end of year planning. With good planning, you can be prepared to file and promptly...
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IRS Appraiser Qualifications
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Charitable gifts of noncash assets valued in excess...
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