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
Avoiding Scammers Who Claim They Are IRS Agents

During tax filing season, fraudsters continue to deceive victims into believing they are Internal Revenue Service (IRS) agents. The IRS is concerned because phone, text, email, and in-person scams are taking place. The IRS emphasizes that it typically contacts taxpayers through a letter or written notice and generally does not initiate contact through phone calls, text messages or emails. With a growing number of fraudsters and scammers looking for victims, it is important for individuals to be able to distinguish legitimate IRS staff from imposters. All taxpayers should understand basic ways to protect themselves from fraudulent text messages, emails, phone contacts or in-person visits. Text Messages — The IRS does not send text messages to individuals with shortened links. Scammers will frequently send text messages that include a bogus link. If you receive an unexpected...

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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
Gifts from IRAs, Part 4

Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value

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Private Letter Ruling
Tax-Exempt Status Denied for Union Organization

Union Organization (Organization) applied for tax exempt status under Sec. 501(c)(3). Its articles state that it is an association of representatives that bargain for wages and benefits, with no

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Article of the Month
Unitrusts - Farms and Crops

The United States agriculture and food industry supported over 34 million domestic jobs and contributed $1.53 trillion to the economy in 2023. In addition, American farmers annually produce

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