For Advisors

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.
<!--cres_news_box_glaw_pro-Title-->
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
MORE
<!--cres_news_box_glaw_calc-Title-->
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.
MORE
<!--cres_news_box_glaw_newsletter-Title-->
Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
MORE
Washington News
On October 13, 2020, the IRS acknowledged that it was still struggling with the unopened mail backlog. Due to the COVID–19 pandemic lockdown, approximately 10 million...
MORE
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real...
MORE
Private Letter Ruling
Foundation requests advance approval of its educational grant procedures under Sec. 4945(g). Foundation will provide scholarship grants for educational administrators. The...
MORE
Article of the Month
For many donors, the most significant part of their net worth is real estate. Thus, gifts of real estate are a very common asset used for charitable gifts. As a general rule,...
MORE
scriptsknown

Questions about how we can help you?

Regina Rapier Beckman, JD
Heather Cash, JD »
Vice President Development & Stewardship
502.855.6955
heatherc@cflouisville.org
Jennifer Fust Rutherford
Jennifer Fust Rutherford »
Director of Gift Planning
502.855.6953
jenniferfr@cflouisville.org