Planned Giving

Your contribution,
our future

Support a cause that's important to you with a planned gift
Put your assets to work with our tax-efficient charitable strategies
Take advantage of the many tax benefits of making a gift

Saturday June 20, 2026

Bills / Cases / IRS

Redesigned Form 990 and Instructions for 2008 tax year

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REG-140029-07

Hardline Tax Court Judge Denies Charitable Deductions

IRS Publishes Charitable Lead Unitrust Forms

IRS Publishes Charitable Lead Unitrust Form

Inflated Charitable Gift Appraisal Produces Tax Penalties

California State University, Stanislaus

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Turlock, California 95382

Resources for Professional Advisors

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.