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
On July 30, by a vote of 91-4, the Senate passed a three-month extension for the Highway Trust Fund. The House had previously approved The Surface Transportation and Veterans...
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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
ORG will provide scholarships and grants to students and graduates intending to pursue a career in theology. The purpose of the scholarship program is to allow university...
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Article of the Month
One of the primary purposes of life insurance is to provide for family in the event the insured passes away prematurely. In this context, professional advisors often use life...
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