Charitable Giving Tax Service

The Charitable Giving Tax Service (CGTS) is a comprehensive, thoroughly indexed gift planning reference library that is continuously updated to remain current with developments in the area of planned giving. It provides quick access to valuable tax and gift planning information and is presented in an easy-to-read style. CGTS is written by attorneys who know how to write in plain English!

The Charitable Giving Tax Service is available online and is divided into 12 sections covering the following topics:

  • Federal Income Tax
  • Charitable Contributions of Individuals and Corporations
  • Gift Annuities
  • The Federal Estate Tax
  • Charitable Bequests
  • The Federal Gift Tax
  • Charitable Remainder Trusts
  • Unrelated Business Income
  • Pooled Income Funds
  • Charitable Lead Trusts
  • State Regulations
  • Life Insurance Gifts

CGTS is packed with sample gift documents, trust forms and gift deduction worksheets and tables. Every section is fully cited to the Internal Revenue Code and Regulations, plus court cases and rulings. The database is fully searchable by keywords and phrases. In addition, subscribers also can access "Analysis and Comment" – a commentary on new regulations, rulings and laws that affect charitable giving.

Price: $240 per year; add $60 per year for each additional user from the same organization.

Click here to fill out an enrollment form.

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