Resources for Advisors

Comprehensive Source for Planned Giving

Kern Community Foundation’s free Planned Giving site (kernlegacy.org) provides current estate planning tax laws and regulations with the GiftLaw resource library.  Take advantage of our weekly e-newsletter and trend alerts, in addition to resources such as the gift planning deduction calculator. Your clients can use the site to learn how to give, what they’re able to give, read donors’ stories, and even use our free Online Wills Planner, giving you online access to view or update their plan. .

Free Trust Illustrations

We are glad to run the numbers for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual. We can provide tax deductions that are available to your clients as well as illustrations, a description of the gift plan and annual cash flow projections.

Contact us for custom support and to share your ideas. We’ll help you find a solution that’s good for your client, your business and our community.

Free Presentations

Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Do you belong to a club or membership organization that would like to learn more about opportunities to give back to community? Contact us for a presentation on any of these topics:

  • Charitable giving options
  • Community needs and issues
  • Our grant making priorities and impact
  • Planned giving
  • Charitable giving benefits