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
Responsible AI Use for Tax Professionals

Artificial intelligence (AI) has become a popular technology for many tax professionals as they review documents using the well-known AI programs such as ChatGPT, Claude, Gemini or Grok. Some tax professionals have also built their own AI applications. On June 24, 2026, the IRS Office of Professional Responsibility (OPR) published a series of guidelines for responsible use of AI by tax professionals. AI is essentially a software program that attempts to duplicate human cognitive skills. Legal research providers are also incorporating AI into their products given its usefulness in document review projects. A recent development has been the use of generative artificial intelligence. These AI programs are designed to make decisions by using sophisticated neural node software that allows the program to interact and evolve. Tax professionals use generative AI because of the cost savings and...

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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 1

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
Water Provider's Exempt Status Denied

Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed to maintain a water pipeline from an underground spring and provide a domestic water supply to

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Article of the Month
Testamentary Gift Annuities, Part 1

Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes

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