Professional Advisor Resources


GiftLaw is a collection of resources for Professional Advisors. It includes the latest news from Washington, tax law updates, PLRs, Case Studies and timely articles. When you visit the GiftLaw section of our web site, be sure to sign up for the weekly email newsletter.

Giving Now, Giving Later

Learn more about the specific benefits of giving something back to your community. We also feature an extensive range of information about giving on our Donor Services page.

Benefits of a Donor Advised Fund vs. Private Foundation

Your clients have a choice. They can establish a private foundation, or they can establish a fund within the Community Foundation of the Ozarks. Read about the benefits of a Donor Advised Fund here.

Longtime advisor/partner and former CFO Board Chair Tom Peebles spoke at a breakfast in 2012. Watch an excerpt from it below. 

Peebles also provided helpful documents to outline the difference between a Donor-Advised Fund and a Private Foundation. They are yours to download and keep
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CFO PAC Breakfast — Thomas D. Peebles from CF Ozarks on Vimeo.