Planned Giving Menu
Advisor Resources
In addition to providing you with sample bequest language and our Federal Tax ID number (31-1036370), our website has a number of helpful resources for those professionals assisting our donors with their gifts. 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 also available to assist in helping you provide clients with clear and understandable gift illustrations. Let us know how we can help.