Wednesday June 3, 2020
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
to request materials.
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More
Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since her...More
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
Organization was incorporated in C and authorized to issue shares of common stock. Organization converted to a non-profit corporation and cancelled the shares of stock. Organization's amended articles...More
The Coronavirus Aid, Relief, and Economic Security Act authorizes the IRS to send payments to approximately 160 million...More
Article of the Month
The field of planned giving includes a variety of gift options. While bequests remain the simplest and most popular planned giving solution, many donors prefer to explore other opportunities....More