Thursday April 27, 2017

For Advisors

Welcome! Our complimentary GiftLaw resources are available to all advisors. This complete tax-update service is useful to CPA's, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.

The Gift and Estate Planning staff for the Indiana Division are pleased to partner with you to assist in your clients' estate planning and charitable gift decisions. We are available to assist in helping you provide clients with clear and understandable gift illustrations. Please contact us for specific bequest language to best meet your client's wishes, especially if their gift is for a specific program or community.

We provide free resources to give to your clients such as
  • A Guide to Planning Wills and Trusts
  • Ethical Will or Legacy Letter samples
  • To Have and to Hold Estate Planning for the Soul book
  • Provide and Protect, Important Life and Death Decisions book
  • Christian Will preamble samples
  • Gift planning illustrations
  • And estate planning brochures on a variety of topics
Click here to request materials.

GiftLaw Pro
Charitable Tax
Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
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Deduction Calculator
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
Private Letter Ruling
A private foundation ("Foundation") requested advanced approval of its scholarship procedures. Foundation's objective is to advance health, equity and the quality of care to the populations in U....
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April 23 is Tax Freedom Day
Washington
News
Each year the nonpartisan Tax Foundation publishes Tax Freedom Day. The day reflects the total tax burden of government...
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Article of the Month
Under Sec. 501(c)(3), tax-exempt organizations must operate primarily for exempt purposes. Reg. 1.501(c)(3)-1(c)(1). This standard is known as the operational test and is designed to ensure that...
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Plan Your Will
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Plan Your Will
Free Wills Guide
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Plan Your Will
Free Wills Guide
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Plan Your Will
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Plan Your Will
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Plan Your Will
Free Wills Guide
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Plan Your Will
Free Wills Guide
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Plan Your Will
Free Wills Guide
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Plan Your Will
Free Wills Guide
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Plan Your Will
Free Wills Guide
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Plan Your Will
Free Wills Guide
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Plan Your Will
Free Wills Guide
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