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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.

Monday December 2, 2024

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Erika B. Rudin-Luria President 216-593-2867 [email protected]
Rachel Lappen Chief Development Officer 216-593-2841 [email protected]
Mindee Fredman Vice President, Supporting Foundations 216-593-2805 [email protected]
Jennifer Schwarz Managing Director/Philanthropic Planning 216-593-2816 [email protected]
Rabbi Jeremy Pappas Managing Director/Campaign 216-593-2871 [email protected]
Matthew Kaliff Senior Director/Endowment Development & Supporting Foundations 216-593-2831 [email protected]
Tal Rothstein Senior Director/Foundations 216-593-2861 [email protected]
Brian Freedman Development Officer, Endowments 216-593-2835 [email protected]

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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.