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
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable remainder unitrust (CRUT) to benefit their favorite...
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Private Letter Ruling
Private Foundation (Foundation) requested advance approval of its scholarship program under Sec. 4945(g)(1). The purpose of the program is to provide funding for the education and training of youth...
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Washington News
The IRS has moved into the third phase of distribution for the Economic Impact Payments (EIP). Over 140 million payments totaling over $239 billion have been distributed through direct deposits and...
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Article of the Month
The field of planned giving includes a variety of gift options. While bequests remain the simplest and most popular planned giving solution, many donors prefer to explore other opportunities....
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