Resources for Professional Advisors
KQED owes a great deal to the attorneys and financial advisors whose clients
have become important contributors. We are pleased to offer charitable and
estate planning resources to advisors that may be of assistance to them as
they work with clients desiring to benefit KQED and other organizations.
Charitable Giving Tax Service
This online resource covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more.
Charitable Giving Tax Service is a comprehensive reference guide to charitable giving. It covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more. You can access all the important IRS forms and specimen gift documents and the bi-monthly Analysis and Comment newsletter which covers new developments, cases and rulings in gift planning. Charitable Giving Tax Service is written and continuously updated by staff attorneys of the R&R Newkirk Company. Register for free access to this extremely useful tool.
Gift Planning Tips
Gift Planning Tips reports new developments in charitable giving techniques and discusses new cases, rulings, and legislation pertinent to estate and financial planning and reports.
Gift Planning Guidelines
Charitable Gift Planning Guidelines condenses (almost) everything worth knowing about charitable gift planning into both a comprehensive outline and a brochure format grid(pdf) that sets out the essential of outright and deferred charitable gifts.
Applicable Federal Rates
Information about the Applicable Federal Rates for federal income tax purposes and calculations of charitable gifts,published monthly by the IRS.
Securely calculate the benefits of a charitable remainder trust or other “split-interest” gifts for your clients or request a personalized gift illustration to be mailed directly to you or your client by providing required information on our advisor's request for information form.
Planned Giving Advisory Council
These are professionals and friends who volunteer their valuable time and talent to guide and advise the Gift Planning and Endowment program.