For Professional Advisors
As your partner, we'll help you get your clients the information they want about charitable giving.
We have 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 as a free service.
Rose Meissner, President of the Community Foundation, is also always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Rose at (574) 232-0041 or email her.
We also provide several useful free resources for Professional Advisors:
- Gift Law Pro, a complete charitable giving and tax information service
- Planned Gifts Calculator, several different calculators that show the income and tax benefits of specific types of planned gifts
- Advisor News: Washington Highlights, a summary of recent national finance and tax news of interest to professional advisors
- Advisor News: Case of the Week
- Advisor News: Article of the Month
- Advisor News: Private Letter Ruling