Your
Contribution,
Our Future
Your Contribution,
Our Future
Support a cause that's important to you with a planned gift and put your assets to work with our tax-efficient charitable strategies
Planned Giving
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.