Gift Planning

With gift planning, you can provide long-lasting support for Silicon Valley Monterey Bay Council, Boy Scouts of America while enjoying financial benefits for yourself.

Text Resize

Advisor Resources

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.

scriptsknown