Planned Giving
For Advisors
Monday July 14, 2025
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.More |
Washington News
While there had been discussion of eliminating tax on Social Security, a compromise in Congress was to provide individuals over age 65 with a $6,000 Senior Deduction added to the standard deduction. This added deduction is available for 2025 through 2028. The $6,000 Senior Deduction phases out at a rate of 6% of the excess amount for single taxpayers with incomes over $75,000 and married couples filing jointly with incomes over $150,000. The deduction is fully phased out for single taxpayers with incomes over $175,000 and married couples filing jointly with incomes over $250,000.
The effect of this $6,000 deduction will reduce taxes for many taxpayers. Here are some scenarios to consider:
Susan/Single. Susan is...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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...View Presentation |
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Case of the Week
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his...More |
Private Letter Ruling
Organization applied for tax exempt status under Sec. 501(c)(3). Organization is a veteran’s organization that operates a restaurant and bar that is open to the public daily. Organization hosts...More |
Article of the Month
Fundraising is one of the most important responsibilities for a nonprofit because public donations fund the nonprofit’s causes. An exciting and popular method for nonprofits to raise funds is by...More |
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Southeastern Foundation
SLU 10293
Hammond, LA 70402
SLU 10293
Hammond, LA 70402
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.