Professional Advisor Resources
The following resources are provided to assist you in your role as a professional advisor.
The Council on Foundations has released updated information on the IRA Charitable Rollover extension (American Taxpayer Relief Act of 2012 - H.R. 8) This PDF document will provide information about the extension, changes to the provision, and other important information concerning charitable donations up to $100,000 from an individual retirement account (IRA). PLEASE NOTE the Council on Foundations has made every effort to ensure accuracy of this information. This document is not a substitute for legal, tax, or other professional advice.
This newest resource is designed to provide clients and potential clients with an overview of the many different types of planned giving options in an easy-to-read and watch format. Clients and potential clients can also estimate gift benefits based on various gift amounts, different property types, age, and other criteria. We encourage you to review this resource, and inform your clients and potential clients of its valuable benefits.
The mission of Planned Giving Design Center, LLC is to further philanthropy by providing information and services to nonprofits, professional advisers and the general public through various for-profit and nonprofit business models.
The website is open to any professional advisor as well as the general public. The site contains resources such as federal income tax rate schedules for trusts, estates, and individuals, a variety of IRS forms, a national discussion forum, links to other organizations that offer valuable resources, and “PhilanthroCalc”, a gift planning calculator providing detailed financial and tax benefit reporting. Creating an account with the Planned Giving Design Center is free of charge, and once you’ve joined, you can invite your peers to become members, too.
This document will provide examples of language that can be used for gifts and bequests, such as will language, residuary bequest language, contingent bequest, gift or bequest of Charitable Remainder Interest, and more. Information about opening a fund with the Community Foundation is also included. This document is not a substitute for legal, tax, or other professional advice.
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