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Tuesday August 22, 2017

For Advisors

Bequest Language Click here to review sample bequest language.
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 Charitable Remainder Trust
Stacy Powers is 40 years old and has led an interesting life. She was the only child of a successful couple. After both started their careers, they decided to have a child. During the middle years...
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Scholarship Awards Not Taxable
A private foundation ("Foundation") requested advance approval of its scholarship grant procedures. Foundation, a tax-exempt organization, plans to operate a scholarship program to assist...
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Washington News - "Don't Take the Bait" W-2 Scam
"Don't Take the Bait" W-2 Scam
In IR-2017-130, the Service continued a summer series of warnings about tax scammers. In this latest scam, a business or nonprofit is targeted in an effort to obtain its employees' Forms W-2. In this scam, the fraudster claims to be an officer of the business or nonprofit. He or she sends an email to a financial or human resources employee. The fraudster tries to trick...
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Blended Gifts - Part IV
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of...
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