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
In IR 2018-149, the Service highlighted tax tips for the summer season. While most taxpayers are understandably thinking about barbeques and summer vacations, the IRS...
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Case of the Week
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. John Powers. When Stacy was born, it was a dream come true for the...
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Private Letter Ruling
Organization offers memberships to law enforcement officers in state C. Organization was formed to provide security services, improve the individual proficiency of...
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Article of the Month
Cryptocurrency is an encrypted form of digital virtual currency which has grown in prominence, as its most popular variant, Bitcoin, has exploded in value in recent...
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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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