Planned Giving

P.O. Box 3142
St. Petersburg, FL 33731-3142
Telephone: 727-767-8914
Office Hours: Mon.-Fri., 8:30 am - 5:00 pm

Friday May 22, 2015

For Advisors

Advisor Resources We offer many seminars that interest professionals. 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. We also offer an annual continuous education seminar. Our next seminar is on February 12th, 2015, click here to see more information.
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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The Gas Guzzler's Deduction, Part 2
Brandon Bigtop loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s eighteenth birthday. It is painted bright red and is two tons of metal,...
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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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Charitable Trust Loses Exempt Status
Trust sought tax-exempt status under Sec. 501(c)(3). Trust was organized and operated for the primary purpose of, among others, providing low-income housing and preserving holiday traditions....
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Highway Trust Fund Bill Slowly Rolling Forward
On May 31 the current bill to provide funding for the Highway Trust Fund will expire. If Congress does not act, hundreds of summer highway construction projects will be placed on...
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Gifts of Farms
There are significant tax advantages and great opportunities for individuals who make a planned gift using a farm or farmland. Given that the value of farmland has increased significantly over the...
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