Advisor Tool Kit
includes Washington Updates, PLRs, Case of the Week and Article of the Month.
Gives professional advisors the ability to produce complete IRS-qualified charitable deduction worksheets for the most common gift models.
We can help you meet your clients' needs
Planned Gifts and Bequests
- Ways of Giving chart – types of funds, gifts and assets
- Partnership – American Funds, CCF and You
- Investment management
- IRS tax status determination letter
- Instructions for transferring securities