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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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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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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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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.
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Washington News
On July 21, the Internal Revenue Service announced it sent out an additional 2.2 million Economic Impact Payments. With the additional payments, the American Rescue Plan has...
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Case of the Week
Peter and Sue Olson were raised in the great North Country. After college, they were married and Peter accepted a position with one of the nation's largest discount stores. He...
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Private Letter Ruling
Organization requested advance approval of its educational grants. The grant program will make grants to universities and nonprofits to develop and support new and existing...
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Article of the Month
The popularity of digital assets has grown exponentially over the last decade. Unsurprisingly, the value of many cryptocurrencies has followed suit, gaining enormous market...
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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