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
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began...
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Private Letter Ruling
Trust requested approval of its existing grant procedures under Sec. 4945(g). Trust is a nonexempt charitable trust under Sec. 4947(a)(1). Trust provides grants to pay tuition for two or more students...
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Washington News
In 2003, the U.S senate passed a resolution establishing October as National Work and Family Month. To support families, the IRS published IR-2019-166. It explains the Family and Medical Leave Act...
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Article of the Month
Author: A. Charles Schultz, JD, AEP® "It is tough to make predictions, especially about the future."        Yogi Berra, Baseball Coach and Philosopher As we...
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