How we can help you

For Advisors

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.
<!--cres_news_box_glaw_calc-Title-->
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.
MORE
Washington News
Each year the nonpartisan Tax Foundation announces the date of Tax Freedom Day. Tax Freedom Day represents the day when taxpayers have earned enough to satisfy the nation's...
MORE
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with...
MORE
scriptsknown
Planned Giving Menu
Giving Home
Gift Options
About Bequests
Calculators
Bequest Language
News
Advisors
Contact Us
My Account


Need Additional Info
To learn more, please contact:
Jane Conover
717-848-3733
Send Email
Angela Lauer
717-848-3733
Send Email