For Advisors
Tuesday March 19, 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
The Internal Revenue Service (IRS) was pleased to announce the launch of the Direct File Pilot Program. This new tax software is available in English and Spanish.
The Direct File program is designed to assist taxpayers with simple tax arrangements. It is available in 12 states and is compatible on a desktop computer, laptop, tablet or a smartphone. The Direct File program shows taxpayers the math to make certain the returns are completed accurately. There is also customer service support for Direct File users. The initial test group claimed that Direct File is "simple and straightforward to use."
Direct File has been developed with funds from the Inflation Reduction Act and is designed to make it easier...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
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his...More |
Private Letter Ruling
Foundation plans to operate two educational grant programs that will award one-time nonrenewable grants to students to promote environmental conservation and sustainability. The first grant program...More |
Article of the Month
Employee Stock Ownership Plans (ESOPs) are innovative and flexible financial instruments that allow employees to have a stake in the ownership of their company. While ESOPs are often associated with...More |
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