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Your gift to The Actuarial Foundation can make a meaningful impact on our mission. If you have included or are considering including a gift to The Actuarial Foundation as part of your estate plan or in the form of another gift, please let us know.

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For Advisors

Sunday February 16, 2020

Advisor Resources
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.
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Peak
Washington News

The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the number of tax returns and...
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Charitable Tax Reference
GiftLaw Pro

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More

Deduction Calculator
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...
More

Advisor Resources
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

Peak
Washington News

The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the number of tax returns and...
More

Charitable Tax Reference
GiftLaw Pro

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More

Deduction Calculator
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...
More

Case of the Week

Quentin Charles Douglas 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...
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Private Letter Ruling

Private Foundation (Foundation) requested advance approval of its educational grant procedure under Sec. 4945(g)(3). Foundation plans to operate an educational grant program to provide financial...
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Article of the Month

Individuals choose to interact with charities in various ways. Some will volunteer their time, others their talents and still more prefer to donate cash or other assets. Many donors live on a fixed...
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