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

Friday August 23, 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 Data Recovery Plans for Tax Professionals It is helpful to know the IRS requires tax preparers to have a data recovery plan, since many taxpayers use a CPA, attorney, enrolled agent or other tax professional. In letter IR-2019-143, the Service explained the steps tax professionals must take to protect client data. The "Security Six" checklist is published jointly by the IRS and its Security Summit partners. Step Five on the "Security Six" checklist is for tax professionals to create a data theft security plan. IRS Commissioner Chuck Rettig notes, "The number of tax professionals reporting data theft to the IRS remains too high, and it puts tens of thousands of taxpayers at risk for identity theft. We hope tax professionals will use... 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 The Gas Guzzler's Deduction, Part 3 Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's 18th birthday. It is painted bright red and is two tons of metal, muscle and noise. Indeed,... Read More	Private Letter Ruling Organization Primarily Seeking Legislation Denied Exemption Organization was incorporated in E with the purpose of educating the public about democracy in America and promoting voting rights, equality and participation for all Americans. Organization's bylaws... Read More	Article of the Month Substantiation Requirements for Charitable Contributions, Part IV 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