For Advisors

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Greetings! As a professional advisor, you frequently have an opportunity to help your clients achieve their philanthropic goals as effectively as possible. Charitable giving through the Community Foundation of the Lowcountry, which offers specific tax benefits, gives you a unique resource to help your clients achieve other financial, personal or business goals. We are pleased to share with you the latest charitable giving news from Washington, along with tools and resources on the Community Foundation's website, for our professional advisor friends. Your client's charitable vision matters and we can help you with a creative, convenient and impactful solution to achieve their year-end giving or beyond. To access any of our resources, please go to our website at www.cf-lowcountry.org or contact Emmy Rooney, VP for Development and Donor Services, at erooney@cf-lowcountry.org or 843.618.9100 to discuss how we can assist you.
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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
In IR–2020–124 and IR–2020–127, the Service announced new rules to assist IRA owners who are impacted by COVID–19. The Coronavirus Aid, Relief,...
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Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of...
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Private Letter Ruling
Organization requested approval of a set-aside. Organization plans to set aside a specific dollar amount for C, which is a government entity. C plans to restore a property...
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Article of the Month
Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high-net-worth individuals. Lead trusts often involve significant legal and...
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Community Foundation of the Lowcountry

4 Northridge Drive, Suite A
Post Office Box 23019
Hilton Head Island,
South Carolina 29925
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