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
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea he touched turned to gold. By far, Karl was most successful with real estate investments. It was...
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Private Letter Ruling
Organization requests recognition of exemption from federal income tax under Sec. 501(c)(4). Organization was incorporated to negotiate and contract umpiring services for its members in baseball and...
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Washington News
In IR–2020–160, the Internal Revenue Service announced the annual "Dirty Dozen" list of tax scams. Each year, the Service warns taxpayers about criminals who target individuals....
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Article of the Month
Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high net worth individuals. Lead trusts often involve significant legal and administrative costs and are...
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