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Helpful resources for professionals to assist clients in their charitable planning
If you are an attorney, accountant, insurance executive, investment advisor, or other professional interested in charitable giving, the El Paso Community Foundation is here to help you
as you help your clients make effective, educated decisions about their philanthropy.
Access GiftLaw Resource Here
Our website is now providing, free of charge to you, access to GiftLaw
, a planning tool for professionals. As your partner in philanthropy, the Foundation provides you with weekly updates on private letter rulings, tax law cases, legislation, and monthly articles on charitable planning topics. You may also receive this information weekly by e-mail upon request. As an additional service, GiftLaw Calculator includes the ability to produce complete IRS-qualified charitable deduction worksheets for the unitrust, annuity trust, lead trust and gift annuity.
Click here to view the current GiftLaw Newsletter
.
Attend Professional Seminars
Each fall we invite members of the professional advisor community to join us for the full day “Estate Planning for Professionals Seminar” with Professor Stanley M. Johanson, for which you can receive professional credit. Call Virginia Martinez at 533-4020 for more information about our next seminar.
We hope you will find this website helpful in your practice and invite you to contact us if there are ways we might improve our service to you. We are personally available as a resource for your clients' charitable giving needs. For additional information contact Virginia Martinez
at (915) 533-4020 or notify her through our contact form
.
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