
The 2008 IRA charitable rollover passed the House and awaits Senate approval. It is not currently available. Because it is likely to pass this year, we ask you to continue to plan for a potential IRA charitable rollover in the fall of 2008. To learn more
click here.
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

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Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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Dennette Miramontes
Interim Director, Office of Estate Planning
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Professional Advisors
We also 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 also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact dmiramontes@apu.edu.
If you are a professional advisor, you may take the following steps on this site.