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

Saturday May 30, 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 Debit Card Economic Impact Payments The IRS has moved into the third phase of distribution for the Economic Impact Payments (EIP). Over 140 million payments totaling over $239 billion have been distributed through direct deposits and paper checks. Prepaid debit cards are now being sent out by the IRS to the remaining four million taxpayers who have not yet received EIPs. The debit cards may be used in store, online, for cash withdrawals at ATMs and to transfer funds to checking or savings accounts. Individuals are able to check their debit card balance online or by a phone call. Treasury Secretary Steven T. Mnuchin stated, “Treasury and the IRS have been working with unprecedented speed to issue Economic Impact Payments to American families.... 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 Stock Unitrust Payouts to Donors Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable remainder unitrust (CRUT) to benefit their favorite... Read More	Private Letter Ruling Scholarship Procedures Approved Private Foundation (Foundation) requested advance approval of its scholarship program under Sec. 4945(g)(1). The purpose of the program is to provide funding for the education and training of youth... Read More	Article of the Month Electing the Rate of the Month, Part I The field of planned giving includes a variety of gift options. While bequests remain the simplest and most popular planned giving solution, many donors prefer to explore other opportunities.... Read More

Planned Giving

Resources for Professional Advisors