Info for Advisors

A collection of planned giving resources to assist financial advisors. View Info for Advisors

The American Taxpayer Relief Act of 2012

The American Taxpayer Relief Act of 2012 (ATRA) contains provisions addressing gifts to charity from IRA assets, individual income tax rates, capital gains tax rates, deduction phase-outs, and estate, gift and generation-skipping transfer taxes. Read a summary of the Act.

Multimedia

Watch videos and podcasts related to Planned Giving.

Publications

Browse HLS Planned Giving Publications.

Links

IRS Website IRS Website – Charitable Organizations

The Washington Update – Andrew Friedman ’80 The American Council on Gift Annuities

The Partnership for Philanthropic Planning The Planned Giving Design Center

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