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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 April 7, 2021, the Internal Revenue Service and the U.S. Department of the Treasury announced that another 25 million Economic Impact Payments (EIPs) had been distributed....
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Case of the Week
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They...
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Private Letter Ruling
Organization filed Form 1023 for exemption from federal income tax under Sec. 501(c)(3). The Articles of Incorporation state Organization is organized exclusively for...
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Article of the Month
In early 2020, the economy saw a sharp decline as the coronavirus began to spread throughout the United States. Shortly thereafter, the Coronavirus Aid, Relief, and Economic...
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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