For Advisors
Monday March 18, 2024
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 NewsThe Internal Revenue Service (IRS) was pleased to announce the launch of the Direct File Pilot Program. This new tax software is available in English and Spanish. The Direct File program is designed...
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Case of the Week
Exit Strategies for Real Estate Investors, Part 15
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his...
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Private Letter Ruling
IRS Approves Educational Grant Procedures
Foundation plans to operate two educational grant programs that will award one-time nonrenewable grants to students to promote environmental conservation and sustainability. The first grant program...
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Article of the Month
Employee Stock Ownership Plans and Charitable Giving
Employee Stock Ownership Plans (ESOPs) are innovative and flexible financial instruments that allow employees to have a stake in the ownership of their company. While ESOPs are often associated with...
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