Gift Planning
Tuesday May 17, 2022
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
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
Bequest Language
Bequest Language
Designations to California State University, Long Beach should be made through the campus auxiliary foundation that can accept philanthropic gifts.
