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

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For Advisors

Tuesday April 7, 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 CARES Act Rebate Checks to Start Week of April 13 The Coronavirus Aid, Relief and Economic Support (CARES) Act authorized direct stimulus payments to Americans. The payments are $1,200 per individual and $2,400 per family. An additional $500 payment will be distributed for each dependent child. There are limits on the CARES Act rebate checks for upper–income taxpayers. There is a phaseout amount of $5 per $100 for individuals with incomes over $75,000 and married couples with incomes over $150,000. The IRS will start to issue direct deposit payments the week of April 13. Sunita Lough, is the Deputy IRS Commissioner for Services and Enforcement. At an April 2 webinar, Lough stated, "Our goal is to be able to provide money directly in people's accounts... 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 Wild Bill Russell's "Artistic" Unitrust Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Wild Bill was an artist at heart and soon decided to... Read More	Private Letter Ruling Foundation's Grants Not Taxable Foundation requests advance approval of its educational grant procedures under Sec. 4945(g)(3). Foundation will operate a year-long educational grant program that will help grantees acquire the... Read More	Article of the Month CARES Act Saves 100,000 Nonprofits On March 27, 2020, Congress and the President enacted the Coronavirus Aid, Relief, and Economic Security Act (CARES Act, H. R. 748). The $2 trillion CARES Act provides massive relief for... Read More

Planned Giving

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