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Planned Giving

  • Provide Vital Community Support
  • Enjoy Tax Benefits
  • Contribute to a Bright Future

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Charitable Remainder
Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. A charitable remainder unitrust might offer the solutions you need!

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Legacy Society

The Legacy Society celebrates those who have made a lasting commitment to the Greater Huntsville area through their estate plan. Your planned gift, multiplied with the gifts of other generous individuals and families, will make our great community even better for generations to come.

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You are at: Planned Giving > For Advisors

Saturday September 30, 2023

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