Please contact us if you would like additional information or let us know if you have given to us in the past.
Stock Transfer Notification Form
If you plan to transfer a gift of stock to our organization, please fill out our notification form.
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.