Advisors Planned Giving Resource

The Advisors Planned Giving Resource is a comprehensive free reference guide to charitable giving. It covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, charitable lead trusts and much more. You can access all the important IRS forms, specimen gift documents and the Analysis and Comment section, which covers new developments, cases and rulings in gift planning. The Advisors Planned Giving Resource is written and continuously updated by experts in the field.

We encourage you to visit the The Advisors Planned Giving Resource, complete the free registration, and then bookmark the site for quick access to a wealth of useful information.