Tools and resources for professional advisors

GiftLaw Pro

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw Web Site. With one click on the GiftLaw Pro Link, you have access to a user-friendly and very comprehensive source for answering any of your planned giving questions. GiftLaw Pro is a gift planning electronic library with over 5,000 links. Select a link and you can view any topic and take a quiz, look at related information and view the actual regulations, private letter rulings or cases. You will find GiftLaw Pro to be your primary source for planned giving information in the future!

GiftLaw Calculator

GiftLaw Calculator is an online calculator inside the GiftLaw Web Site. Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

PCF Resource Library

The PCF Resource Library is an online collection and repository of documents, website links, and tools that we share with our local community of professional advisors, donors, and community benefit organizations.

Sample Bequest Language

Sample bequest language is available. Please note: Placer Community Foundation does not provide tax or legal advice. We encourage potential donors to consult their attorney or tax advisor before entering into a planned gift.