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GiftLaw Portal Entry
Training Opportunities
Advisors can sign up for a complimentary membership to GiftLaw, an information resource on charitable giving law for professional advisors. The site offers authoritative, current information on charitable gift planning through:
  • A “Case of the Week” that takes you through a hypothetical gift planning fact pattern, raises questions regarding how to accomplish the donor’s goals and offers suggested solutions.

  • An "Article of the Month" that gives practical advice about timely gift planning issues.

  • “Washington Hotline,” a weekly legal update to keep you current with concise summaries of IRS pronouncements, court decisions, legislative activity and other information regarding charitable gift planning.

  • Search function to give advisors access to numerous court rulings and private letter rulings.

  • GiftLaw calculator that allows advisors to easily calculate the tax impact of a deferred gift. The calculation system is designed to help gift planning advisors calculate the exact amount of a charitable contribution deduction.
Visit the GiftLaw page and sign up for the free newsletter.
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