Planned Giving

For Advisors

Sunday September 22, 2019

Advisor Resources
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
More
IRS Program to Increase Employee Smartphone Security
Washington News
One important function of the Treasury Inspector General for Tax Administration (TIGTA) is to review IRS security practices. The IRS is tasked with protecting personal tax information for over 140 million American taxpayers. TIGTA regularly reviews IRS policies to encourage higher levels of security for these tax records. One of the negotiated agreements between the IRS and its 80,000 employees is that they are permitted to use their personal iPhones. This is called the "bring your own device (BYOD)" plan. The TIGTA report noted this policy increases the productivity of IRS employees and reduces costs. IRS employees who desire to use this program must register their smartphones with the Service....
More
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
Deduction Calculator
Deduction Calculator
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...
View Presentation
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 Investment Advisor and began...
More
Private Letter Ruling
Foundation is a nonprofit private foundation under Sec. 509. Foundation engages in grant making and providing consulting services to charitable entities. Founder is a substantial contributor to...
More
Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Some donors may not understand the specific...
More
scriptsknown

Oregon Jewish Community Foundation

1618 SW First Avenue, Suite 210|Portland, OR 97201|503.248.9328