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
On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for his signature. The bill to reform the IRS received praise from leaders of...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched Karl Hendricks was a man with the golden touch....
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Private Letter Ruling
Charity is a public charity that provides injured, special operations combat veterans with outdoor recreational programs to encourage and foster rehabilitation, recovery and...
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Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand...
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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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