For Advisors
Monday April 28, 2025
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:
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GiftLaw ProGiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction CalculatorThe 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...
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Washington NewsEach year, traditional IRA owners aged 73 and older must take a required minimum distribution (RMD). In nearly all cases, the RMD is calculated using the Uniform Lifetime Table. Under the Uniform...
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Case of the Week
Barbara Banker's LoBank Letter of Intent
Barbara Banker started with nothing. She lived in a mid-sized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided...
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Private Letter Ruling
Group Denied Tax Exemption for Founder's Heart Transplant
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s primary purpose is to raise funds to support a heart transplant and related expenses for Organization’s...
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Article of the MonthDonating a vehicle, including cars, trucks, motorcycles, airplanes and boats, can be a generous way to support a cause while also securing a tax benefit. For individuals with tangible assets like a...
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