For Advisors
Thursday April 18, 2024
At the Initiative Foundation, we have years of experience in collaborating with attorneys, accountants and financial planners. With the help of our staff you can be assured that your clients will fulfill their charitable wishes, meet their financial planning goals, and enjoy the maximum tax advantages.
Here's how we can help:- We work as your partner. You stay in control of your client relationships. We're here to help you provide a full range of services for them.
- We offer maximum federal and state tax benefits as a public charity. We can tailor giving plans to meet each ofyour client's particular needs.
- We have a long standing and vast knowledge of the Central MN nonprofit community. We can help your clients be effective in their giving to the causes they care about.
- We can help your clients explore a variety of giving options. Cash, appreciated stock, and real estate can be gifted during a client's lifetime or as part of an estate.
- We have an outstanding reputation for integrity and service. We are skilled in meeting multiple objectives and solving complex gift plans.
- We offer confidentiality and anonymity for your clients.
Additionally, 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.
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 |
Washington News
On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that caution taxpayers about the risks of tax advice found on social media and tax returns created by ghost preparers.
Millions of taxpayers regularly view various social media sites. However, the IRS explains that there are many inaccurate or misleading tax sources on social media. This misinformation can lead taxpayers into serious scams and trouble with the IRS.
IRS Commissioner Danny Werfel stated, "Social media is an easy way for scammers and others to try encouraging people to pursue some really bad ideas, and that includes ways to magically increase your tax refund. There are many ways to get good tax...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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 |
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Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard...More |
Private Letter Ruling
Decedent died and was survived by Spouse. Decedent's estate (Estate) was not required to file an estate tax return, Form 706 under Sec. 6018(a). Estate represents there was an unused portion of...More |
Article of the Month
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...More |
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