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–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large...
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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
An organization ("Organization") applied for tax-exempt status, filing Form 1023-EZ. Organization attested that it had the required organizational document limiting...
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Article of the Month
By a bipartisan vote of 71 to 23 on December 19, 2019, the Senate passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act was part of a...
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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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