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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

Saturday October 23, 2021

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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Largest
Washington News

The Social Security Administration has announced a 5.9% increase in benefits for 2022. This is a dramatic change over...
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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...
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

Largest
Washington News

The Social Security Administration has announced a 5.9% increase in benefits for 2022. This is a dramatic change over...
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

Grizzly Gordon grew up in the Big Sky country. He loves the mountain and plain vistas of this beautiful ranching country. Grizzly is now 72. He decides that perhaps it's getting time to think about...
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Private Letter Ruling

Foundation is classified as a Sec. 509(a) private foundation. Foundation received a large bequest of Company's capital stock from Trust. As a result of the bequest, Foundation has excess business...
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Article of the Month

A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A beneficiary designation is...
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