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Charitable Giving Tax Service

The Charitable Giving Tax Service (CGTS) is a comprehensive, thoroughly indexed gift-planning reference library that is updated every other month 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 comes in four volumes or on a CD and is divided into twelve 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. Every other month, subscribers receive from 32 to 48 new or replacement CGTS pages, in paper or electronic format, that keep the service up-to-date. In addition, subscribers also receive "Analysis and Comment" – a commentary on new regulations, rulings and laws that affect charitable giving.

Prices:

CD-ROM Edition*
CD Library $300
Updates $240/year

Notebook Edition
Library $300
Updates $240/year

Notebooks + CD-ROM*
Both Libraries $360
Updates (both) $288/year

Online Edition**
$240/year (Free trial at www.rrnew.com)

Current subscribers (Notebook Edition) can purchase the CD version for $100 and choose to continue both updates for $288, or the CD update only, for $240.

*PC only – internet access required.
**Both Mac and PC users.

Click here to fill out an enrollment form.


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