Heritage Society Gift Agreement

Free Estate Planning Guide

Planned Giving

One charitable gift,
a lifetime of benefits.

Your gift will help Capital Caring fulfill its mission
You will enjoy a wide variety of tax benefits
You will give back to the causes that mean the most to you

Planned Giving Menu

For Advisors

Monday August 3, 2020

Advisor Resources 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. Read More		Washington News IRS Warns of "Dirty Dozen" Tax Scams - Part III In IR–2020–160, the Internal Revenue Service announced the annual "Dirty Dozen" list of tax scams. Each year, the Service warns taxpayers about criminals who target individuals. The IRS encourages taxpayers to be on the lookout for these scams. IRS Commissioner Chuck Rettig stated, "Tax scams tend to rise during tax season or during times of crisis. Scam artists are using the pandemic to try stealing money and information from honest taxpayers. The IRS provides the Dirty Dozen list to help raise awareness about common scams that fraudsters use to target people. We urge people to watch out for these scams." This third article of a four-part series covers the tax scams of Offer in... Read More
GiftLaw Pro Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website... Read More	Deduction Calculator 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... View Presentation
Case of the Week Exit Strategies for Real Estate Investors, Part 1 Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea he touched turned to gold. By far, Karl was most successful with real estate investments. It was... Read More	Private Letter Ruling IRS Denies Exemption to Umpires Group Organization requests recognition of exemption from federal income tax under Sec. 501(c)(4). Organization was incorporated to negotiate and contract umpiring services for its members in baseball and... Read More	Article of the Month Charitable Lead Trusts in a Low Interest Rate Environment - Part II Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high net worth individuals. Lead trusts often involve significant legal and administrative costs and are... Read More

Planned Giving

Resources for Professional Advisors