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
In IR-2022-127, the Internal Revenue Service announced it is expanding its voice bot options. The new service is focused on taxpayers who would like to set up or modify a...
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. Karl's passion was real estate, and he was...
MORE
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(10). Organization is a membership organization consisting of certified soccer referees. Organization's Articles of...
MORE
Article of the Month
The American Council on Gift Annuities reports that the most popular age for funding an initial gift annuity is mid-70's. Because the Quiet Generation was born during the...
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