Tools and resources for professional advisors

2012-2013 Charitable IRA Toolkit

Now it’s easier than ever to make the gift of a lifetime.

IRAs can qualify for tax-free charitable distributions.
Placer Community Foundation can help turn your individual retirement accounts (IRAs) into tax-saving charitable gifts. New tax benefits allow more people to experience the joy of giving during their lifetimes.

You can give more for less. Thanks to the new legislation, American seniors can make the gift of a lifetime by giving their IRAs to charity without federal tax penalty. So your retirement funds can go further than ever before.

You can make a difference. Your community foundation can help you connect to the causes you care about most. You can set up a charitable fund in your name or make an unrestricted gift. Giving is one of life’s pleasures; we can help you enjoy it today.

There is so much more we’d like you to know. To learn more access the PDFs below or, contact us.

2103 IRA Rollover FAQs (370 KB)

Charitable IRA Worksheet (386 KB)

GiftLaw Web Site

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw Web Site. With one click, you have access to a user-friendly and very comprehensive source for answering any of your planned giving questions. GiftLaw Pro is a gift planning electronic library with over 5,000 links. Select a link and you can view any topic and take a quiz, look at related information and view the actual regulations, private letter rulings or cases. You will find GiftLaw Pro to be your primary source for planned giving information in the future!

GiftLaw Calculator is an online calculator inside the GiftLaw Web Site. Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

GiftLaw eNewsletter provides weekly news many of our professionals find very interesting and helpful. It features the latest news from Washington, tax law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation simply clicking the GiftLaw eNewsletter link and entering your information in the form.

PCF Resource Library

The PCF Resource Library is an online collection and repository of documents, website links, and tools that we share with our local community of professional advisors, donors, and community benefit organizations.

Sample Bequest Language

Sample bequest language is available. Please note: Placer Community Foundation does not provide tax or legal advice. We encourage potential donors to consult their attorney or tax advisor before entering into a planned gift.