 The links below will direct you to resources that will provide you and your clients with the tools and language to move forward with planning their charitable gifts.
GiftLaw – a complete tax update service for attorneys, CPAs, CLUs, CFPs, ChFCs, trust officers and other professional colleagues. GiftLaw services are available to all advisors for free. We are also available to assist in helping you provide clients with clear and understandable gift information and illustrations. If you would like assistance, please email Kristen Brown Smalley, Associate Director of Development, or call her at 919-474-8370, ext. 133.
You can use GiftLaw to:
Suggested language for bequests and trusts is also available. |
