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  • Professional Advisor Resources
  • For Advisors

    Friday December 9, 2022

    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:
    • GiftLaw Pro
      GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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    • 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...
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    • Washington News
      Cyber Monday was November 28, 2022. On that date, the Internal Revenue Service and the Security Summit partners launched the National Tax Security Awareness Week. During this busy holiday season,...
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    • Case of the Week

      Including Children in Charitable Plans

      Keith and Karen Crosby, ages 75 and 72, own a parcel of undeveloped real estate that they have held since 1979. They purchased the property for $10,000 and the current fair market value is...
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    • Private Letter Ruling

      Organization Denied Exemption

      Organization applied for exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that its purpose is to engage in activities related to a specific heritage and to assist the...
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    • Article of the Month

      Unitrust III - Gifts and Taxation

      Charitable solutions can create a steady stream of payments for a donor. Professional advisors may provide guidance on retirement planning, investments, tax strategies and charitable giving. Clients...
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