Planned Giving
Leave a legacy

Planned giving is an increasingly popular way to give the gift of education. By including a gift to Sacramento State in their estate plans, friends of the University gain the flexibility to provide life-changing opportunities to the students of the future, while enjoying benefits of the present - including potential tax savings and life-income possibilities.
California State University, Sacramento
6000 J Street
Sacramento, CA 95819

Wednesday June 19, 2013

For Advisors

Advisor Resources 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 available to assist in helping you provide clients with clear and understandable gift illustrations.
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Charitable Tax Reference - GiftLaw Pro
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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The Gas Guzzler's Deduction, Part 1
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright red and is two tons of metal, muscle and...
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Gift Tax Consequences of Charitable Lead Trust
Taxpayer created a charitable lead annuity trust ("Trust") with Son 1 as sole trustee and a guaranteed annuity amount to be paid to a private foundation ("Foundation") founded by...
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Washington News - Camp Opposes Charitable Deduction Cap
Camp Opposes Charitable Deduction Cap
House Ways and Means Committee Chair Dave Camp (R-MI) spoke June 12th at the Federal Policy Groups 2013 Tax, Budget, and Legislative Policy Seminar. At the Washington conference, Camp explained the...
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What Do Major Donors Want? Part Two
After passage of the American Taxpayer Relief Act on January 1, 2013, major donors realized that they had been specifically targeted. A major tax-increase target is any donor who is interested in...
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scriptsknown
Estate Planning 101 Luncheon
Click here for more information on the
Estate Planning 101 Luncheon.
Topics include:
  • Living trust vs. wills
  • Family philanthropy - how it fits into financial good health
  • Probate - can it be avoided?
  • Dispelling the myths about Medi-Cal & preserving your estate