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  • Professional Advisor Resources
  • For Advisors

    Tuesday August 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
      In an August 3, 2022 letter, a coalition of nonprofits urged leaders in Washington to enable nonprofits to respond to a multitude of natural disasters this summer. These disasters include floods,...
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    • Case of the Week

      Gifts from IRAs, Part 5

      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...
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    • Private Letter Ruling

      Extension Granted for Portability Election

      Decedent passed away and was survived by Spouse. Decedent's Estate (Estate) was not required to file Form 706 U.S. Estate Tax Return under Sec. 6018(a). Estate represents that there was an unused...
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    • Article of the Month

      Golden Age for Gift Annuities – Part III

      The American Council on Gift Annuities reports that the most popular age for an initial gift annuity is mid-70's. Because the Quiet Generation was born during the Great Depression and World War II,...
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