Advisor Resources
Charitable giving has never been so much in vogue nor, consequently, has the need among donors for competent financial planning. The Foundation does not give legal advice to donors. Neither, do we provide tax advice planning or overall financial planning. We can and do, however, specialize in charitable solutions. We create plans for donors to realize their charitable interests but always recommend seeking professional advice before carrying out any program of charitable giving.
Our programs and services are designed to complement and support those of the advisor for clients. To that end we view our work as that of a trusted team member who can be called upon to provide services when clients express charitable interests. The Foundation has made substantial investments in products and services to support charitable giving. The following professional resources are available without cost to you: Charitable Trust Services, Managing Bequests, THCF Real Estate Foundation, GiftLaw, GiftLaw Deduction Calculator and E-Registry of Professional Advisor Friends.
Additional resources free of charge include: Consultations, Presentations, Planned Gift Illustrations, GiftLaw Pro: A Professional Guide to Charitable Giving, GiftLaw Seminars and GiftLaw E-Newsletter to support your clients’ needs for charitable solutions.
Consultations
We are here to help make charitable giving simple for both you and your clients. Feel free to Contact Us to schedule a consultation to discuss any aspect of charitable giving or to further explore charitable solutions for your clients.
Presentations
Our staff frequently speaks to professional advisors and community clubs and organizations about charitable solutions. If members from your firm are interested in learning more about how charitable giving can benefit their clients or if you are a member of a club or organization interested in charitable giving, please Contact Us to schedule a presentation for your group.
Planned Gift Illustrations
Do you have a client interested in planned gift opportunities that provide capital gains savings, an income tax deduction and a lifetime income? Visit our GiftLaw Deduction Calculator online to quickly and easily perform trust and annuity calculations or Contact Us to receive an illustration via email to immediately share with your client.
Do you have a client interested in gifting a life insurance policy? Contact Us and we’ll do the calculations using our professional, Crescendo Interactive Software.
GiftLaw Pro: A Professional Guide to Charitable Giving
Attorneys, accountants, financial planners and insurance agents across Jackson County have found solutions to their charitable questions by using the Foundation’s Professional Guide to Charitable Giving. Visit GiftLaw Pro to access the complete professional guide to charitable giving.
With one click on GiftLaw Pro you have access to a user-friendly, comprehensive source for answering any of your planned giving questions. GiftLaw Pro is a gift planning electronic guide with over 5,000 links to chapters on Taxation and Giving, Major/Current Gifts, Deferred Gifts and Specific Property Gifts.
GiftLaw Seminars
The Foundation hosts 2 annual Gift Law Seminars using the latest and greatest of satellite teleconferencing technologies and attended by attorneys, accountants, financial planners and insurance agents. Gift Law Seminars are focused on relevant charitable topics and provide CLE and CPE credit to those in attendance. Visit the Foundation’s Calendar of Events to learn of our upcoming seminars or Contact Us to be included in our e-invite listing.
GiftLaw E-Newsletter
The Truman Heartland Community Foundation offers a free weekly e-newsletter for professional advisors, which provides timely information on tax news and charitable giving strategies. Subscribe to our GiftLaw E-Newsletter today and begin receiving the latest tax updates in addition to information on seminar opportunities.
|
