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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

Thursday April 25, 2024

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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Washington News

On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion...
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Charitable Tax Reference
GiftLaw Pro

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

No
Washington News

On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion...
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 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...
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Private Letter Ruling

Foundation plans to operate a scholarship program and an educational grant program. The scholarships will be for students completing an undergraduate or graduate degree in the field of their choice to...
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Article of the Month

Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...
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