Resources for Professionals
Resources for Professional Advisors Courtesy of the Missouri Baptist Foundation. You can view the contents of this page by reading as you scroll down the page, or by clicking on one of the corresponding topics listed below.
The
GiftLaw Web site
The
GiftLaw Calculators
The
GiftLaw eNewsletters
Sample
Language for Charitable Gifting
Legal
Registry for Missouri Baptists
The Missouri Baptist Foundation has a long history of providing charitable gift services to Missouri Baptists and working hand-in-hand with the professional advisors who make those gifts possible. In the spirit of Christian service, we offer the Professional Advisors who visit our web site these online resources. We encourage you to contact us to let us know how we can make this site even more helpful to you as you serve others through your profession.
The GiftLaw Web site
The Missouri Baptist Foundation is pleased to be able to offer the GiftLaw gift and estate planning resources to Professional Advisors who visit our web site.
What is GiftLaw?
GiftLaw is a service to CPAs, Attorneys, Trust Officers, Gift Planners, Life Underwriters and other professionals available only through the web sites of participating charities such as The Missouri Baptist Foundation.
The GiftLaw web site offers the latest updates on the legislation and court rulings that impact the gift planning and estate planning professions. GiftLaw is edited by A. Charles Schultz, J.D., founder and CEO of Crescendo, a leader in the field of gift planning software and marketing services.
Click here to go to Giftlaw now.
The GiftLaw Calculators
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. It may be linked with a button to your web site. Your professional advisors and friends may then use the button to access and run charitable deduction calculations.
Programs
Remainder Unitrust
for One Life
Remainder Unitrust for Two Lives
Remainder Unitrust for Term of 1-20 Years
Remainder Annuity Trust for One Life
Remainder Annuity Trust for Two Lives
Remainder Annuity Trust for Term of 1-20 Years
Lead Unitrust for Term of 1-35 Years
Lead Annuity Trust for Term of 1-35 Years
Gift Annuity for One Life
Gift Annuity for Two Lives
The GiftLaw eNewsletter
The GiftLaw eNewsletter is a quick update for busy professionals provided to you by The Missouri Baptist Foundation. The newsletter is sent out weekly by e-mail in a color format with easy navigation jumps. The newsletter covers the following topics:
Washington
Hotline - Weekly tax events and political analysis
of events in Washington.
PLR of the Week - Concise review of one PLR
each week that covers charitable remainder trusts, charitable
lead trusts, unrelated business income, IRD or GRAT's.
Case of the Week - A short case study on
a variety of charitable tax topics.
Article of the Month - Each month, a topical
article on charitable trusts, planning for gifts by business
owners, and other charitable estate planning topics.
Click here to start
receiving the Giftlaw eNewsletter from the Missouri Baptist
Foundation.
Sample Language for Charitable Gifting
The Missouri Baptist Foundation exists to serve Missouri Baptists and their professional advisors in making gifts to Baptist ministries. The Foundation can provide sample language as a service to professional advisors who may be working with someone wanting to make a gift to a Baptist cause.
The Foundation’s General Counsel is available to be a resource to professional advisors and can provide sample language, sample documents, or other assistance as requested by the professional advisor.
Click here to contact the Missouri Baptist Foundation office of General Counsel.
The Legal Registry for Missouri Baptists
The Legal Registry for Missouri Baptists is a listing of attorneys who have agreed to have their names referred to Missouri Baptists who are seeking counsel in the estate planning area. The Missouri Baptist Foundation and Future Generations provided the opportunity to attorneys statewide to be included on the registry. The registry is updated periodically as other attorneys request inclusion on the registry.
The criteria for being included on the registry are:
Knowledge of estate
planning.
Knowledgeable of charitable giving tools in estate planning.
Willing to accommodate the client’s desire for a reasonable
turn-around time in the preparation of documents.
Willing to share a basic schedule of fees a client might anticipate
paying for services.
Carry professional liability insurance in a minimum amount
of $100,000 per occurrence and $300,000 in the aggregate.
ATTORNEYS: Click here to
request inclusion on the registry.
Fee schedules provided are only estimates that are subject to change at the discretion of each attorney, and contain only information regarding their basic fees. The fees that may be required for the services needed to meet a particular estate planning need is a matter that should be discussed by the client with the attorney before employing the attorney to perform services.
