Friday May 7, 2021
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
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin...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
Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Foundation requested approval to set aside funds because it plans to build and operate a rehabilitation and...More
In IR–2021–97, the Internal Revenue Service reminded gig economy workers that they will need to file tax...More
Article of the Month
The popularity of digital assets has grown exponentially over the last decade. Unsurprisingly, the value of many cryptocurrencies has followed suit, gaining enormous market...More