Planned Giving

For Advisors

Whether you are an attorney, financial planner, or tax advisor, The Greater Tacoma Community Foundation can assist you and your clients in establishing an enduring community legacy and achieving the full tax benefits for their charitable contributions. We add our expertise to yours to ensure that your clients make educated decisions while selecting from a full spectrum of giving vehicles. A member of our development team is happy to meet with you to provide you with the tools you need in your client meetings, from tax scenarios to prepared fund agreements.

Advisor Resources
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
Deduction 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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Case of the Week
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin...
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Private Letter Ruling
An organization ("Organization") applied for tax-exempt status, filing Form 1023-EZ. Organization attested that it had the required organizational document limiting its purposes to one or more exempt...
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Washington News
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under...
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Article of the Month
By a bipartisan vote of 71 to 23 on December 19, 2019, the Senate passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act was part of a larger appropriations...
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