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

Sunday April 20, 2014

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, 2014, click here to see more dates.
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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Give Peace A Chance
Several years ago Mother and Father built a very unique home on 45 acres of beautiful rolling hills and woods. Father passed away three years ago and Mother now solely owns the 45-acre parcel and...
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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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Foundation's Museum Expansion Won't Result in Self-Dealing
Foundation is a tax-exempt private foundation. Foundation operates Museum. Museum occupies the same parcel of land as the personal residence of Foundation’s founder, a disqualified person with...
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Obama and Biden 2013 Tax Returns
Each year President Barack Obama and Vice-President Joe Biden release their tax returns. Both have done so for year 2013. In 2013 President Barack and Michelle Obama had...
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Unprearranged Prearranged Sale
"How can I be sure the real estate sale will be done properly?" Donors have been asking this question for many years. If a property is transferred into a charitable remainder unitrust, the income to...
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