Utah State University

Planned Giving

Sunday June 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.
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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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The Values-Based Lead Trust
Stacy Powers, 40, has led an interesting life. At the age of 1, Stacy was put up for adoption. Stacy’s mother was a homeless woman with little resources to care for a young child. Soon...
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Home Buying Organization Fails to Qualify for Exemption
Organization was formed as a tax-exempt 501(c)(3) for the purpose of buying, fixing and selling homes to low-income families. R and S are members of Organization’s governing body and are...
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Washington News - IRS Consumer Alert After Orlando Tragedy
IRS Consumer Alert After Orlando Tragedy
After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When there...
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Supporting Organizations — Part II
Supporting organizations have become increasingly popular in recent years because they allow donors to receive the tax benefits of donating to a public charity while still giving donors some of the...
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