For Advisors
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. Learn More About Advisor Resources »
Charitable Tax Reference
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a gift plans calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan.
Questions? / Contact our Gift Planning Team:
Have Questions? Click here to schedule a meeting today!
Danny Ferrell »
Executive Director, Gift Planning
513-556-6001
Tammy Wernke »
Senior Director, Gift Planning
513-556-6293
Jennifer Morand »
Assistant Director, Gift Planning
513-556-6064