For Advisors

Sunday April 5, 2020

Advisor Resources
Advisor Resources
Welcome to the Advisor Resources section. This section will be updated weekly and sometimes daily, with laws and news that the Office of Stewardship and Development hopes you will find beneficial to serving your clients. As parishioners seek to provide and protect their family upon their death through a Will or Trust, it is the perfect time to plan a legacy gift to their parish, a Catholic school, or ministry. We rely on advisors like you to invite them to do so.

The GiftLaw resources, are free to you. If you are a CPA, attorney, CLUS, CFP, ChFCs, or trust officer the GiftLaw services are made available to all advisors as a free service.

Visit the How to Give and What to Give sections on the site to run illustrations through the sites Planned Gift Calculator for your clients.

We invite you to subscribe to our weekly GiftLaw eNewsletter to stay up to date.
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CARES Act Rebate Checks to Start Week of April 13
Washington News
The Coronavirus Aid, Relief and Economic Support (CARES) Act authorized direct stimulus payments to Americans. The payments are $1,200 per individual and $2,400 per family. An additional $500 payment will be distributed for each dependent child. There are limits on the CARES Act rebate checks for upper–income taxpayers. There is a phaseout amount of $5 per $100 for individuals with incomes over $75,000 and married couples with incomes over $150,000. The IRS will start to issue direct deposit payments the week of April 13. Sunita Lough, is the Deputy IRS Commissioner for Services and Enforcement. At an April 2 webinar, Lough stated, "Our goal is to be able to provide money directly in people's accounts...
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
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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Planned Giving Advisory Council Formed
If you are a Financial Advisor or Estate Planning Attorney with expertise in planned gifts with a desire to serve the Archdiocese in an advisory role, we may need your expertise on the Council. Council members serve two year terms Please email Terri M. Lynn, Associate Director, Planned Giving at TLynn@archkck.org to learn more
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Case of the Week
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Wild Bill was an artist at heart and soon decided to...
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Private Letter Ruling
Foundation requests advance approval of its educational grant procedures under Sec. 4945(g)(3). Foundation will operate a year-long educational grant program that will help grantees acquire the...
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Article of the Month
On March 27, 2020, Congress and the President enacted the Coronavirus Aid, Relief, and Economic Security Act (CARES Act, H. R. 748). The $2 trillion CARES Act provides massive relief for individuals,...
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