For Advisors
Monday July 6, 2026
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.More |
Washington News
The Department of the Treasury recently previewed forthcoming guidance implementing the new federal Education Freedom Tax Credit (EFTC) enacted as part of the Working Families Tax Cuts Act, providing an early roadmap for states, scholarship-granting organizations (SGOs), taxpayers and advisors preparing for the program's anticipated January 2027 launch.
Treasury officials indicated that proposed regulations are expected by the end of September 2026 and that taxpayers and participating entities will generally be permitted to rely on those proposed regulations for the 2027 tax year. Under the statutory framework outlined by the Treasury, participation by states is voluntary. States choosing to participate will...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
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...View Presentation |
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Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value...More |
Private Letter Ruling
Foundation requested advanced approval of its educational grants under Sec. 4945(g)(3). Grants will be awarded to high school teachers who participate in specified science, technology, engineering and...More |
Article of the Month
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes...More |
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