Thursday November 15, 2018

For Advisors

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.

Additionally, the Planned Giving Advisory Council is a volunteer group of local, highly reputable financial planners, attorneys and CPA's who advise on the direction of the Planned Giving Program at CSUCI and assist and secure planned gifts that help advance the University's mission.

Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
Deduction Calculator
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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