For Advisors

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We offer a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors free of charge. We are available to assist in providing clients with clear and understandable gift illustrations. Your recommendations are pivotal to clients as they make decisions about the distribution of family wealth, trust arrangements, bequests and gifts to individuals and charities. You may now access charitable tax service, receive calculations for split interest gifts and receive timely tax law updates here. We are pleased to work in partnership with our professional advisor community to increase philanthropy in Western North Carolina.
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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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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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered...
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Private Letter Ruling
Organization sought tax-exemption under Sec. 501(c)(3). Organizing documents state Organization's purpose is "to assist adolescent children and families in coping with...
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Article of the Month
The Tax Reform Act of 1969 first established the rules for creating charitable remainder trusts (CRTs), including a required minimum 5% payout each year. The Taxpayer Relief...
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John Kelso
Estate Planning Attorney

"I often refer my clients to The Community Foundation, and have encouraged other advisors to do the same.  The staff at the Foundation is simply outstanding.  It's easy to refer clients knowing that they will come back and tell me first how much they learned and next how much they enjoyed working with them." 
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