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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.

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Gift Planning Resources

Explore additional resources to help you with your tax planning and making a gift in support of our mission. Contact us for more information about ways you can support our organization, or let us know if you have given to us in the past.

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Resources for Professional Advisors

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.