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
At 3:30 AM on January 9, an intense rainstorm dropped ½ inch of rain in five minutes just east of Santa Barbara, California. The hillsides north of Montecito had been...
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Case of the Week
Barbara Banker started with nothing. She did not own a bank, nor did she have anything to place in the bank. Barbara lived in a midsized town and worked in the local hardware...
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Private Letter Ruling
Husband and Wife established irrevocable Trusts 1 and 2 primarily for the benefit of their children. While the Trusts had generation skipping transfer (GST) tax potential, it...
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Article of the Month
On December 22, 2017, the Tax Cuts and Jobs Act (TCJA) was enacted. The White House and Congress had three goals. First, they wanted to simplify the code by doubling the...
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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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