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Tax planning

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Gift planning

Plan one-time gifts, set up recurring programs, and structure your estate.

Liquid assets
$0
0 accounts · Cash, investments, and retirement
Total net worth
$0
Illiquid (real estate, art, etc.)
$0

The most meaningful gifts are the ones you witness. Your children can benefit from your generosity today, while you are here to see it change their lives. Explore what a thoughtful gift from your liquid assets could look like.

Suggested one-time gift
$0
5% of liquid assets · A meaningful gift that keeps your retirement fully on track.

Gift history

No gifts logged yet. Use the button above to record your first gift.

2026 annual exclusion

Federal annual gift exclusion: $19,000 per recipient per giver.

Available
$0
0 givers, 0 recipients
Used
$0
Remaining
$0

Lifetime exemption

Track your usage of the federal lifetime gift tax exemption.

$0 used$15,000,000 limit
Confirm current values with your accountant. Relay does not provide tax advice.
Execute giftComing soon

When Relay reaches Phase 3 (Execution), this button will move funds via your custodian's API. Until then, log the gift here and execute through your bank.