Navigating the Challenge of Change
When: Thursday, April 29th, 2021 | Time: 9:00 AM - 3:00 PM EST

Join Ann Burns and Sam Donaldson live virtually from your office or home through a FREE Personal Live Stream courtesy of The Salvation Army. View the program personally, offer it to other associates in your office or other Advisors in your area with Live Personal or Group Streams.

Continuing Education Credits have been approved for the 26th Annual Estate & Charitable Gift Planning Institute Conference, April 29, 2021. For questions about credits please contact Amy Savage at amyjsavage@yahoo.com

Click Here to Register

Your clients want to maximize their charitable giving. Let our trained gift planning team assist you with our many estate planning resources.

In that The Salvation Army is incorporated in the state of New York, it is imperative that the proper language be used to meet your clients' charitable wishes. Please contact us for succinct bequest language.

Thursday February 25, 2021

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.
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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
Flexible Spending Account Options for 2021
Washington News
Read about the latest legislation and lobbying relevant to the non-profit and charitable world...
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Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since her...
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Private Letter Ruling
Foundation requested advance approval of its educational grant procedures. Foundation provides education to nonprofit employees, social entrepreneurs and charitable donors on economic, social and...
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Article of the Month
For many donors, the most significant part of their net worth is real estate. Thus, donors regularly make real estate charitable gifts. As a general rule, many charities prefer gifts of cash, stocks...
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