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
Protect Yourself From Holiday Scams

During the holiday season, the Internal Revenue Service and its Security Summit Partners warns consumers to protect themselves from potential identity thieves. This is a season for online shopping and an abundance of emails or texts from friends and family. IRS Commissioner Chuck Rettig stated, "Do not let this be the most wonderful time of the year for identity thieves. The approach of the holidays and tax season increases risk for taxpayers and opportunities for criminals. We urge people to be extra careful with their personal and financial information during this period while shopping online or getting suspicious emails or text. Taking a few simple steps can keep people from becoming victims of identity theft and protect their sensitive personal information needed for tax returns and refunds." The Security Summit partners caution that identity thieves continue to update...

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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
Closing a Gift of Real Estate with Little Time Left on the Clock Year End Gifts - Part 1

Don Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as "my way or the highway." While sometimes difficult to work with, Don nevertheless has

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Private Letter Ruling
Softball Organization Denied Exemption Strikes Out

A softball league (Organization) requested recognition of exemption under Section 501(c)(3). Organization's stated purpose is to provide an opportunity for male athletes to participate in softball

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Article of the Month
Giving Now and Later: The ACE Act's Proposed Donor Advised Fund Rules

Donor advised funds have been around for almost a century. The first donor advised fund (DAF) emerged in the early 1930s. DAFs became more popular and commercialized in the 1990's with the creation of

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