Tools for Professional Advisors

We offer online help for attorneys, accountants and other professional advisors looking for tools and materials for charitable gift planning.

Community Foundation Santa Cruz County charitable giving tools and resources to help professional advisors.
You will find charitable giving tools and resources at the Community Foundation to help you advise your clients.

These resources are made available by the Community Foundation to all advisors as a free service.

  • GiftLaw® - Get overviews of new legislation and legislative proposals, summaries of recent IRS private letter rulings, recent court decisions and case of the week presentations.
  • Planned Gift Calculator - You can calculate deductions for your clients for charitable gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.
  • Materials For You and Your Clients - You can view or download resource materials including bequest language, sample fund agreements and informational fliers for your clients on a wide range of charitable giving issues.

I Got Answers!

"A client phoned me about the tax deductibility of a 2 yr. and 5 yr. term for a charitable remainder trust. While on the phone, I was able to calculate the answers! Boy, did I look impressive!"