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
IRS Tips on Spyware, Malware and Phishing

In IR-2019-127, the Service outlined useful steps to protect your personal computer data. With the growing number of attacks and reports of expensive payments demanded for ransomware, every computer user should install and understand the use of anti-virus software. Automatic Scans — You can set up your anti-virus software to make periodic scans of specific directories or to prompt you regularly to run a scan. Manual Scans — You can choose to manually scan your directories, email attachments or web downloads. If you decide to manually scan, you can also select an option to scan CDs or DVDs for malware. Anti-virus software often will open a dialogue box to ask whether to "clean" a file or attachment that contains malware. You will want to check "yes" and remove the offending file. Anti-virus software will usually have daily updates, so it will catch the...

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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 16

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
Distribution from CLAT Will Not Cause Recognition of Gain or Loss

A trust's authorized representative requested that State's court terminate the interests of the trustees and transfer trust's property to Foundation. Donor created a charitable lead annuity trust

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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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