For Advisors

Advisor Resources
The Community College Foundation at Lake Region State College has partnered with a third party planned giving vendor to provide professional advisors with current and useful gift planning resources. Within this link you will find a complete tax update service designed for CPAs attorneys, CLUs, CFPs ChFCs trust officers and other professionals. This service is offered free of charge through the Lake Region State College website in the "Alumni & Foundation" tab. Staff of the Foundation and these resources are available to assist you as you develop clear and understandable gift illustrations for your clients.
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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Gift Calculator
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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Washington News
Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service increased 401(k) and 403(b) contribution limits...
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Case of the Week
Don Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as “my way or the highway.” While sometimes difficult...
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Private Letter Ruling
Foundation is a tax-exempt private foundation within the meaning of Sec. 509(a). Foundation proposes to operate a grant program called X that will provide leaders of nonprofit...
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Article of the Month
The United States is a country with significant wealth. A recent study revealed that about 10 million American families have a net worth of $1 million or more. That same...
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