Sunday February 17, 2019

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...
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 overlooking the crashing waves of the Pacific. With a home...
More
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
Organization was granted tax exemption under Sec. 501(c)(3). It was to be operated for the purpose of providing and promoting quality, affordable gymnastics instruction, education and development....
More
IRS Phone Calls Peak on February 19
Washington
News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS....
More
Article of the Month
Philanthropically motivated individuals increasingly understand the value of gifting appreciated real estate to charity. Donors are often able to claim a deduction for the property's fair market value...
More
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
scriptsknown