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
John Breyault, Vice President of the National Consumer League, reports a sharp increase in tax fraud using iTunes cards. Tax fraudsters typically use fear and intimidation to...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered...
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Private Letter Ruling
Decedent died at age 59. Trust was the sole beneficiary of Decedent’s three IRAs, combined into IRA X. Trust is irrevocable and valid under State’s laws. Under...
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Article of the Month
Introduction Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred to as an annuitant). A CGA is typically established to...
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