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Gift Planning

Monday January 18, 2021

Resources for Professional Advisors

We are pleased you are helping clients organize their estate plans. Please urge your clients to contact us directly so we can assure we understand how to use their generous gifts when they arrive many years from now. We offer the Charitable Tax Reference below as a free service to thank you for your support. We can also provide you with clear, understandable charitable gift illustrations. CONTACT US to learn more.

Charitable Tax Reference

Charitable Tax Reference

Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.

Bequest Language

Bequest Language

Bequest Language

Designations to California State University, Long Beach should be made through the campus auxiliary foundation that can accept philanthropic gifts.

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