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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.


Watch videos and podcasts related to Planned Giving.


Browse HLS Planned Giving Publications.


A collection of links to additional information about planned giving.