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
On November 9, the Senate Finance Committee released its version of the Tax Cuts and Jobs Act. The Senate Finance Committee press release stated the bill would provide...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered...
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Private Letter Ruling
Organization, a for-profit corporation, applied for tax exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation (Articles) state that it was organized to...
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Article of the Month
Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their...
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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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