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 tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is...
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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 turned to gold. By far, Karl was most successful with real...
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Private Letter Ruling
Decedent established Trust for the benefit of Decedent's children and their descendants in Year 1, which was prior to December 31, 2000. Decedent later died, survived by...
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Article of the Month
Many entrepreneurs and investors have accumulated substantial net worth through their business and investment holdings. For years, these individuals have focused their efforts...
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scriptsknown

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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