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 March 27, 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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Exit Strategies for Real Estate Investors, Part 11
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....
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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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Org Deemed Impermissible Conduit
Org was formed as a Sec. 501(c)(3) organization for the purpose of providing monetary support to educational facilities serving the religious and educational needs of Foreign Country. To that end, Org...
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IRS Records for Charitable Deductions
In IR-2015-48, the IRS outlined the required records for substantiating charitable deductions. The basic requirement is that gifts are made to a qualified charity. The Select...
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Donating Real Estate Part II
Real estate is an excellent asset to donate to charity. There are a number of planned giving strategies involving real estate that will entitle the donor to a charitable deduction, provide a bypass of...
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