Resources for Advisors

Professional advisors are a crucial link between people who want to give or plan their legacy and The Community Foundation. Our GiftLaw website features the latest news on charitable planning, a complete tax reference, gift calculators and case studies. For updates by email, subscribe here.

Washington News
Summertime IRS Tax Tips

In IR-2019-124, the Service offers helpful tax tips for the summer. During this season, many Americans will get married, buy a home, take a summer job or volunteer and make gifts to a favorite charity. With all these summertime events, you may benefit from understanding the potential tax planning options. Just Married - When you marry, you may take a new name or address. You should contact the Social Security Administration to change your name and ensure proper credit for future retirement benefits. Your address change should be reported to the U.S. Post Office, your employer and the IRS. Children in Day Camp - While overnight camps do not qualify for the Child and Dependent Care Credit, IRS Publication 503, Child and Dependent Care Expenses, may show you how to qualify for the credit for your children's day camp expenses. Summer Jobs - Many Americans of all ages will earn extra...

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GiftLaw Pro
Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...

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Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...

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Case of the Week
Exit Strategies for Real Estate Investors, Part 15

Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments.

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Private Letter Ruling
GSTT Exemption Allocation Extension Granted

Decedent's will provided for bequests of cash to her grandsons, creating direct generation skipping gifts. The will required the distribution of the residuary of the estate to two trusts, Trust 1 and

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Article of the Month
Substantiation Requirements for Charitable Contributions, Part III

The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific

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