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

Sunday April 21, 2019

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 Commissioner Rettig Thanks Taxpayers On April 15, IRS Commissioner Chuck Rettig thanked taxpayers. He stated, "Our nation's tax system is built around the concept of voluntary tax compliance, meaning citizens comply with their civic duty each year by preparing and filing their taxes — without direct government intervention. This principle has helped make our tax system a model for the entire world. Thanks to taxpayers, this system helps fund our great nation. Each year, 95% of the gross receipts of our country flows through the IRS — about $3.5 trillion last year — funding critical aspects of the U.S., ranging from roads and schools to the nation's military." Rettig reported a smooth filing season. By April 5, 2019, the... 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 3 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. It... Read More	Private Letter Ruling IRS Approves Foundation's Grant A private foundation ("Foundation") requested advance approval of its educational grant procedures. Foundation, a tax-exempt organization, plans to operate an educational grant program, X, that will... Read More	Article of the Month The Impact of TCJA UBTI Rules on Nonprofits' Employee Parking Prior to 2018, tax-exempt nonprofit organizations were able to provide employee parking without incurring taxation. The Tax Cuts and Jobs Act (TCJA) changed the landscape of American tax law in a... Read More

Planned Giving

Resources for Professional Advisors