Utah State University

Planned Giving

Wednesday October 26, 2016

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.
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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...
Barbara Banker's Youth Center
Barbara Banker started with nothing. She not only did not own a bank, she had nothing to place in the bank. Barbara lived in a midsized town and worked in the local hardware store. But the store...
Foundation's Grant Not Self-Dealing
Taxpayer, a tax-exempt private foundation, plans to make a grant to Supporting Organization for the purpose of constructing a new performing arts venue for Supported Organization. A is the president...
Washington News - New Hurricane Matthew Tax Relief
New Hurricane Matthew Tax Relief
On October 17 the IRS announced in IR-2016-135 that it will provide additional tax relief to victims of Hurricane Matthew. The...
Avoiding the "Missing Annuitant" Problem, Part II
Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred to as an annuitant). A CGA is typically established to make payments to a single annuitant for...