For Advisors
Sunday May 5, 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 May 1, 2024, the Internal Revenue Service (IRS) reminded taxpayers that soon it will be prime season for natural disasters. The National Wildfire Awareness Month is May and National Hurricane Preparedness Week starts May 5, 2024.
All individuals should use this time before the natural disaster season to protect your important tax and financial information. While major disasters normally occur during the summer months, the Federal Emergency Management Agency (FEMA) has already issued 25 Federal disaster declarations for winter storms, flooding, tornadoes, wildfires and landslides in 2024.
There are several helpful tips to protect your personal financial and tax information. Additional information is also...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...More |
Private Letter Ruling
Decedent died and was survived by Spouse. Decedent’s estate (Estate) was not required under Sec. 6018(a) to file an estate tax return Form 706. 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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