For Professional Advisors
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 providing fee 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. 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 to access the GiftLaw Website.
Click to view the current GiftLaw Newsletter.
Attend Professional Seminars
Several times a year, the Foundation invites members of the professional advisory community to join us for seminars for which you can receive professional credit. Call Virginia Martinez at 533-4020 for additional information about the next seminar.