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.
MORE
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
MORE
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.
MORE
Washington News
During the recent filing season for 2014 tax returns, IRS Commissioner John Koskinen reported a substantial reduction in IRS phone support. Because of IRS staff reductions,...
MORE
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...
MORE
Private Letter Ruling
Grantor established an irrevocable trust (Trust) in State prior to September 25, 1985 and then passed away. No additions have been made to the trust since it was funded. The...
MORE
Article of the Month
Gifts of tangible property typically fall into one of two categories: real property and tangible personal property (TPP). In most cases, the determination as to whether a gift...
MORE
scriptsknown