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 June 16, 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 The New 'Taxpayer Friendly' IRS? On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for his signature. The bill to reform the IRS received praise from leaders of both parties. Senate Finance Committee Chairman Chuck Grassley (R-IA) supported the bill and noted it is "a big first step toward strengthening taxpayer protections and turning the IRS into the customer service organization it ought to be." Senate Finance Committee Ranking Member Ron Wyden (D-OR) also spoke favorably about the IRS reform act. He stated, "Our bill includes critical provisions to improve customer service, protect personal data, preserve tax preparation services, and shield low-income taxpayers from abusive private... 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 11 Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched Karl Hendricks was a man with the golden touch. Throughout his life, it seemed... Read More	Private Letter Ruling Distributed Assets Constitute Unusual Grant Charity is a public charity that provides injured, special operations combat veterans with outdoor recreational programs to encourage and foster rehabilitation, recovery and transition. B, an exempt... Read More	Article of the Month Substantiation Requirements for Charitable Contributions, Part II The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific... Read More

Planned Giving

Resources for Professional Advisors