Resources for Professional Advisers
National Osteoporosis Foundation owes a great deal to the attorneys, financial and investment advisers whose clients have become important contributors. We are most pleased, accordingly, to offer planning resources to advisers that may be of assistance to them as they work with clients desiring to benefit worthwhile organizations.

Charitable Giving Tax Service Online
Charitable Giving Tax Service for 30 years has been the gold standard for advisers and gift planners seeking a comprehensive reference guide to charitable giving. This 1,200 page, 12-chapter resource is thoroughly accessible through a detailed table of contents and key word search and retrieval. “CGTS-Online” covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more. All the important IRS forms and specimen gift documents are at your fingertips, as well, and the bi-monthly Analysis and Comment newsletter covers new developments, cases and rulings in gift planning. CGTS-Online is written and continuously updated by staff attorneys of the R&R Newkirk Company. To register for this extremely useful tool, just click on CGTS-Online.

The information contained on this website is written to provide accurate and authoritative information in regard to the subject matters covered. It is published by R&R Newkirk Company with the understanding that in this publication the authors are not engaged in rendering legal, accounting or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a committee of the American Bar Association and a committee of publishers and associations. Circular 230 Notice: Any U.S. federal tax advice contained in this publication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.)