Tools for Professional Advisors

Get online 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 and proposed legislation, summaries of recent IRS private letter rulings, recent court decisions and case of the week presentations.
  • Planned Gift Calculator - Calculate deductions for your clients for charitable gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.
  • Materials For You and Your Clients - View or download resource bequest language, sample fund agreements and informational pages 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!"