Thursday July 24, 2014

For Advisors

We have a complete tax update service for CPAs, attorneys, 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.

Please click here for CSUN's bequest language. If your client is interested in making a specific designation with their bequest intention (i.e. -endowing a scholarship of funding a specific program) please contact us so that we can work together in making those accommodations. We would also be happy to include them into CSUN's Heritage Society.

We also encourage you to sign up for our weekly eNewsletter written specifically for estate planning professionals.

Charitable Tax Reference

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

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
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