Utah State University

Planned Giving

Monday May 22, 2017

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.
MORE
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
MORE
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...
MORE
Exit Strategies for Real Estate Investors, Part 10
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
MORE
Foundation's Grant Would Be Indirect Self-Dealing
Foundation is a private foundation created by Founder and his wife. Disqualified Person is Founder's granddaughter who created Intermediary, a public charity; she is a disqualified person with respect...
MORE
Washington News - 46% Reduction in IRS Identity Theft Reports
46% Reduction in IRS Identity Theft Reports
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement (CERCA). He...
MORE
Blended Gifts – Part I
INTRODUCTION 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...
MORE
scriptsknown