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
In IR-2016-77 the Service highlighted a new tax guide on www.IRS.gov to help military members and their families. May is Military Appreciation Month and the IRS explains tax...
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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...
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Private Letter Ruling
A public charity (Charity) requested recognition of an unusual grant. Grantors B, C and D (Grantors) seek to do a bargain sale with Charity concerning some non-voting stock....
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Article of the Month
Historically, the government has divided charities into two distinct camps: public charities and private foundations. In general, it is more advantageous for a charity to be...
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