Plan Your Gift at UCR
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Friday April 19, 2024

Resources for Professional Advisors

GiftLaw Pro

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

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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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Washington News

During the 35-day federal government shutdown, the IRS taxpayer assistance phone lines were not available. Millions of frustrated taxpayers who needed information from the IRS responded by writing letters. How many letters were sent to the IRS? An estimated five million unopened letters greeted...

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Case of the Week
George's "UT to Green Gift Annuity" Conversion

George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. George was a diligent student and was determined to become a successful business owner....

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Sandy Liarakos, CFRE
Senior Director, Gift Planning
(951) 827-5676
Email: [email protected]
[email protected]
Telephone: (877) 249-0181
Private Letter Ruling
Portability Election Extension Granted

Decedent died and was survived by Spouse. Decedent's estate represents that it was not required by Sec. 6018(a) to file a Form 706 estate tax return. Decedent had an unused portion of the applicable...

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Article of the Month
How to Collect Charitable IRA Beneficiary Designations

Traditional IRAs are funded with pretax dollars and grow tax free. Many traditional IRAs are created through rollovers of other types of qualified plans at retirement. The payouts from traditional...

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